Jeppson Wealth Management’s Portland General Electric POR Stock Holding History

Jeppson Wealth Management’s Portfolio POR Stock Details POR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$296K	Hold	5,601	–	–	0.09%	177
2025 Q4	$269K	Sell	5,601 -100	-2%	-$4.72K	0.09%	180
2025 Q3	$251K	Hold	5,701	–	–	0.08%	189
2025 Q2	$232K	Sell	5,701 -130	-2%	-$5.45K	0.08%	190
2025 Q1	$260K	Hold	5,831	–	–	0.1%	170
2024 Q4	$254K	Hold	5,831	–	–	0.09%	169
2024 Q3	$279K	Hold	5,831	–	–	0.1%	162
2024 Q2	$252K	Hold	5,831	–	–	0.1%	168
2024 Q1	$245K	Hold	5,831	–	–	0.1%	175
2023 Q4	$253K	Buy	5,831 +50	+0.9%	+$2.08K	0.1%	170
2023 Q3	$234K	Sell	5,781 -325	-5%	-$14.7K	0.11%	162
2023 Q2	$286K	Hold	6,106	–	–	0.12%	151
2023 Q1	$299K	Hold	6,106	–	–	0.13%	145
2022 Q4	$299K	Hold	6,106	–	–	0.13%	146
2022 Q3	$265K	Hold	6,106	–	–	0.12%	153
2022 Q2	$295K	Sell	6,106 -50	-0.8%	-$2.49K	0.13%	141
2022 Q1	$339K	Buy	6,156 +25	+0.4%	+$1.31K	0.16%	119
2021 Q4	$324K	Hold	6,131	–	–	0.16%	116
2021 Q3	$288K	Hold	6,131	–	–	0.15%	118
2021 Q2	$282K	Hold	6,131	–	–	0.15%	119
2021 Q1	$291K	Buy	6,131 +200	+3%	+$8.73K	0.17%	107
2020 Q4	$254K	Buy	5,931 +645	+12%	+$26.3K	0.17%	113
2020 Q3	$188K	Buy	+5,286	New	+$211K	0.15%	117

Other funds holding POR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Jeppson Wealth Management's POR Position: Q1 2026 in Review

Jeppson Wealth Management held its Portland General Electric (POR) position steady in Q1 2026 at 5,601 shares worth $296K. The position accounts for 0.09% of the portfolio, ranked #177.

Jeppson Wealth Management first reported a position in POR in Q3 2020 and has held it in 23 quarters since. The position peaked at $339K in Q1 2022. 504 funds tracked by Wall St. Rank hold POR as of Q1 2026.

Jeppson Wealth Management held 5,601 shares of Portland General Electric worth $296K as of Q1 2026.
Jeppson Wealth Management left its Portland General Electric share count unchanged in Q1 2026.
Portland General Electric made up 0.09% of Jeppson Wealth Management's portfolio in Q1 2026, its #177 holding.
Jeppson Wealth Management first reported a position in Portland General Electric in Q3 2020 and has held it in 23 quarters since.
Jeppson Wealth Management's Portland General Electric position peaked at $339K in Q1 2022.
504 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.