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Keudell/Morrison Wealth Management’s Portland General Electric POR Stock Holding History

Keudell/Morrison 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 		$600K Buy
11,579
+74
+0.6% +$3.75K 0.11% 122
2026
Q1 		$607K Sell
11,505
-1,173
-9% -$60.3K 0.12% 113
2025
Q4 		$608K Buy
+12,678
New +$599K 0.13% 109
2025
Q2 		$569K Sell
14,003
-633
-4% -$26.6K 0.13% 111
2025
Q1 		$653K Buy
14,636
+1,328
+10% +$56.9K 0.15% 91
2024
Q4 		$580K Buy
13,308
+1,408
+12% +$65.5K 0.15% 95
2024
Q3 		$570K Sell
11,900
-669
-5% -$31.3K 0.15% 102
2024
Q2 		$544K Buy
12,569
+46
+0.4% +$1.98K 0.16% 103
2024
Q1 		$526K Sell
12,523
-433
-3% -$17.8K 0.16% 110
2023
Q4 		$562K Sell
12,956
-551
-4% -$22.9K 0.19% 99
2023
Q3 		$547K Sell
13,507
-350
-3% -$15.9K 0.17% 92
2023
Q2 		$649K Sell
13,857
-520
-4% -$25.7K 0.19% 85
2023
Q1 		$703K Sell
14,377
-196
-1% -$9.36K 0.21% 82
2022
Q4 		$714K Sell
14,573
-3,920
-21% -$182K 0.23% 78
2022
Q3 		$804K Sell
18,493
-307
-2% -$15.7K 0.3% 66
2022
Q2 		$909K Buy
18,800
+2,767
+17% +$138K 0.33% 63
2022
Q1 		$884K Buy
16,033
+322
+2% +$16.9K 0.37% 65
2021
Q4 		$831K Sell
15,711
-562
-3% -$28K 0.33% 67
2021
Q3 		$765K Buy
16,273
+1,533
+10% +$75.4K 0.33% 71
2021
Q2 		$679K Sell
14,740
-227
-2% -$11.2K 0.37% 77
2021
Q1 		$710K Buy
14,967
+77
+0.5% +$3.36K 0.41% 77
2020
Q4 		$637K Buy
14,890
+1,050
+8% +$42.8K 0.4% 76
2020
Q3 		$491K Buy
13,840
+8,650
+167% +$346K 0.32% 83
2020
Q2 		$217K Buy
5,190
+175
+3% +$8.01K 0.18% 128
2020
Q1 		$240K Hold
5,015
– – 0.23% 117
2019
Q4 		$280K Sell
5,015
-620
-11% -$34.6K 0.19% 119
2019
Q3 		$318K Hold
5,635
– – 0.26% 104
2019
Q2 		$310K Hold
5,635
– – 0.27% 105
2019
Q1 		$292K Buy
+5,635
New +$275K 0.26% 103

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

Keudell/Morrison Wealth Management's POR Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Portland General Electric (POR) stake by 0.64% in Q2 2026, buying an estimated $3.75K and bringing the position to 11,579 shares worth $600K. The position accounts for 0.11% of the portfolio, ranked #122.

Keudell/Morrison Wealth Management first reported a position in POR in Q1 2019 and has held it in 29 quarters since. The position peaked at $909K in Q2 2022. 505 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Keudell/Morrison Wealth Management held 11,579 shares of Portland General Electric worth $600K as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 74 Portland General Electric shares in Q2 2026, an estimated $3.75K.
  • Portland General Electric made up 0.11% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Keudell/Morrison Wealth Management first reported a position in Portland General Electric in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's Portland General Electric position peaked at $909K in Q2 2022.
  • 505 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.