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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
Q2 		$289K Sell
5,576
-25
-0.4% -$1.27K 0.09% 192
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jeppson Wealth Management's POR Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Portland General Electric (POR) stake by 0.45% in Q2 2026, selling an estimated $1.27K and leaving 5,576 shares worth $289K. The position accounts for 0.09% of the portfolio, ranked #192.

Jeppson Wealth Management first reported a position in POR in Q3 2020 and has held it in 24 quarters since. The position peaked at $339K in Q1 2022. 506 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Jeppson Wealth Management held 5,576 shares of Portland General Electric worth $289K as of Q2 2026.
  • Jeppson Wealth Management sold 25 Portland General Electric shares in Q2 2026, an estimated $1.27K.
  • Portland General Electric made up 0.09% of Jeppson Wealth Management's portfolio in Q2 2026, its #192 holding.
  • Jeppson Wealth Management first reported a position in Portland General Electric in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's Portland General Electric position peaked at $339K in Q1 2022.
  • 506 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.