Mather Group’s Portland General Electric POR Stock Holding History

Mather Group’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 Q3	$31K	Buy	695 +317	+84%	+$15.8K	﹤0.01%	1312
2026 Q2	$19.6K	Hold	378	–	–	﹤0.01%	1336
2026 Q1	$19.9K	Buy	+378	New	+$19.4K	﹤0.01%	1278
2025 Q4	–	Sell	-378	Closed	-$16.6K	–	1389
2025 Q3	$16.6K	Buy	+378	New	+$15.9K	﹤0.01%	1160
2025 Q2	–	Sell	-564	Closed	-$25.2K	–	1431
2025 Q1	$25.2K	Sell	564 -60	-10%	-$2.57K	﹤0.01%	1040
2024 Q4	$27.2K	Hold	624	–	–	﹤0.01%	1005
2024 Q3	$29.9K	Sell	624 -55	-8%	-$2.57K	﹤0.01%	975
2024 Q2	$28.5K	Sell	679 -114	-14%	-$4.91K	﹤0.01%	1167
2024 Q1	$34.4K	Buy	+793	New	+$32.7K	﹤0.01%	948

Other funds holding POR

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Mather Group's POR Position: Q3 2026 in Review

Mather Group increased its Portland General Electric (POR) stake by 84% in Q3 2026, buying an estimated $15.8K and bringing the position to 695 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Mather Group first reported a position in POR in Q1 2024 and has held it in 9 quarters since. The position peaked at $34.4K in Q1 2024. 77 funds tracked by Wall St. Rank hold POR as of Q3 2026.

Mather Group held 695 shares of Portland General Electric worth $31K as of Q3 2026.
Mather Group bought 317 Portland General Electric shares in Q3 2026, an estimated $15.8K.
Portland General Electric made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1312 holding.
Mather Group first reported a position in Portland General Electric in Q1 2024 and has held it in 9 quarters since.
Mather Group's Portland General Electric position peaked at $34.4K in Q1 2024.
77 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.