Meriwether Wealth & Planning’s Portland General Electric POR Stock Holding History

Meriwether Wealth & Planning’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	$3.04K	Buy	+68	New	+$3.38K	﹤0.01%	587

Other funds holding POR

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

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

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

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

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Meriwether Wealth & Planning's POR Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Portland General Electric (POR) in Q3 2026: 68 shares worth $3.04K. The stake represents ﹤0.01% of the portfolio and ranks #587 among its holdings.

108 funds tracked by Wall St. Rank hold POR as of Q3 2026.

Meriwether Wealth & Planning held 68 shares of Portland General Electric worth $3.04K as of Q3 2026.
Portland General Electric was a new Meriwether Wealth & Planning position in Q3 2026.
Portland General Electric made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #587 holding.
108 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.