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Journey Strategic Wealth’s Portland General Electric POR Stock Holding History

Journey Strategic Wealth’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 		$350K Buy
6,641
+1,616
+32% +$83K 0.01% 473
2025
Q4 		$241K Buy
5,025
+473
+10% +$22.3K 0.01% 610
2025
Q3 		$200K Buy
+4,552
New +$191K 0.01% 678

Other funds holding POR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
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

Journey Strategic Wealth's POR Position: Q1 2026 in Review

Journey Strategic Wealth increased its Portland General Electric (POR) stake by 32% in Q1 2026, buying an estimated $83K and bringing the position to 6,641 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #473.

Journey Strategic Wealth first reported a position in POR in Q3 2025 and has held it in 3 quarters since. 506 funds tracked by Wall St. Rank hold POR as of Q1 2026.

  • Journey Strategic Wealth held 6,641 shares of Portland General Electric worth $350K as of Q1 2026.
  • Journey Strategic Wealth bought 1,616 Portland General Electric shares in Q1 2026, an estimated $83K.
  • Portland General Electric made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #473 holding.
  • Journey Strategic Wealth first reported a position in Portland General Electric in Q3 2025 and has held it in 3 quarters since.
  • 506 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.