Jones Financial Companies
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Jones Financial Companies’s Portland General Electric POR Stock Holding History

Jones Financial Companies’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 		$3.67M Buy
69,843
+11,598
+20% +$588K ﹤0.01% 1324
2026
Q1 		$3.01M Buy
58,245
+30,154
+107% +$1.55M ﹤0.01% 1261
2025
Q4 		$1.35M Buy
28,091
+8,727
+45% +$412K ﹤0.01% 1115
2025
Q3 		$841K Buy
19,364
+13,856
+252% +$582K ﹤0.01% 1200
2025
Q2 		$221K Buy
5,508
+3,744
+212% +$157K ﹤0.01% 1622
2025
Q1 		$78.3K Buy
1,764
+1,303
+283% +$55.9K ﹤0.01% 1875
2024
Q4 		$20.1K Buy
461
+128
+38% +$5.96K ﹤0.01% 2260
2024
Q3 		$16K Buy
333
+69
+26% +$3.23K ﹤0.01% 2039
2024
Q2 		$11.4K Buy
+264
New +$11.4K ﹤0.01% 1719
2024
Q1 		– Sell
-2
Closed -$87 – 1432
2023
Q4 		$87 Buy
+2
New +$83 ﹤0.01% 1008
2022
Q3 		– Sell
-78
Closed -$4K – 694
2022
Q2 		$4K Buy
78
+19
+32% +$946 ﹤0.01% 561
2022
Q1 		$3K Sell
59
-148
-71% -$7.79K ﹤0.01% 629
2021
Q4 		$11K Buy
207
+148
+251% +$7.39K ﹤0.01% 544
2021
Q3 		$3K Hold
59
– – ﹤0.01% 608
2021
Q2 		$3K Sell
59
-918
-94% -$45.1K ﹤0.01% 595
2021
Q1 		$46K Buy
977
+925
+1,779% +$40.4K ﹤0.01% 358
2020
Q4 		$2K Buy
+52
New +$2.12K ﹤0.01% 622

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

Jones Financial Companies's POR Position: Q2 2026 in Review

Jones Financial Companies increased its Portland General Electric (POR) stake by 20% in Q2 2026, buying an estimated $588K and bringing the position to 69,843 shares worth $3.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Jones Financial Companies first reported a position in POR in Q4 2020 and has held it in 17 quarters since. 501 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Jones Financial Companies held 69,843 shares of Portland General Electric worth $3.67M as of Q2 2026.
  • Jones Financial Companies bought 11,598 Portland General Electric shares in Q2 2026, an estimated $588K.
  • Portland General Electric made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1324 holding.
  • Jones Financial Companies first reported a position in Portland General Electric in Q4 2020 and has held it in 17 quarters since.
  • 501 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.