JWA
POR icon

JFS Wealth Advisors’s Portland General Electric POR Stock Holding History

JFS Wealth Advisors’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 		$2.81K Hold
54
– – ﹤0.01% 1492
2026
Q1 		$2.86K Buy
54
+5
+10% +$257 ﹤0.01% 1403
2025
Q4 		$2.36K Buy
49
+21
+75% +$992 ﹤0.01% 1496
2025
Q3 		$1.23K Buy
28
+17
+155% +$714 ﹤0.01% 1573
2025
Q2 		$447 Sell
11
-45
-80% -$1.89K ﹤0.01% 1714
2025
Q1 		$2.5K Buy
56
+9
+19% +$386 ﹤0.01% 1384
2024
Q4 		$2.05K Hold
47
– – ﹤0.01% 1468
2024
Q3 		$2.25K Buy
47
+2
+4% +$94 ﹤0.01% 1432
2024
Q2 		$1.95K Hold
45
– – ﹤0.01% 1444
2024
Q1 		$1.89K Sell
45
-10
-18% -$412 ﹤0.01% 1465
2023
Q4 		$2.38K Buy
55
+36
+189% +$1.49K ﹤0.01% 1351
2023
Q3 		$770 Sell
19
-58
-75% -$2.63K ﹤0.01% 1653
2023
Q2 		$3.61K Hold
77
– – ﹤0.01% 1155
2023
Q1 		$3.77K Sell
77
-4
-5% -$191 ﹤0.01% 1112
2022
Q4 		$3.97K Buy
81
+1
+1% +$46 ﹤0.01% 1083
2022
Q3 		$3K Buy
80
+7
+10% +$358 ﹤0.01% 1221
2022
Q2 		$4K Sell
73
-48
-40% -$2.39K ﹤0.01% 1107
2022
Q1 		$7K Buy
121
+101
+505% +$5.31K ﹤0.01% 930
2021
Q4 		$1K Buy
+20
New +$998 ﹤0.01% 1514

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

JFS Wealth Advisors's POR Position: Q2 2026 in Review

JFS Wealth Advisors held its Portland General Electric (POR) position steady in Q2 2026 at 54 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

JFS Wealth Advisors first reported a position in POR in Q4 2021 and has held it in 19 quarters since. The position peaked at $7K in Q1 2022. 504 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • JFS Wealth Advisors held 54 shares of Portland General Electric worth $2.81K as of Q2 2026.
  • JFS Wealth Advisors left its Portland General Electric share count unchanged in Q2 2026.
  • Portland General Electric made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1492 holding.
  • JFS Wealth Advisors first reported a position in Portland General Electric in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Portland General Electric position peaked at $7K in Q1 2022.
  • 504 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.