OneDigital Investment Advisors’s Portland General Electric POR Stock Holding History

OneDigital Investment Advisors’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	$393K	Buy	7,588 +241	+3%	+$12.2K	﹤0.01%	1149
2026 Q1	$388K	Sell	7,347 -401	-5%	-$20.6K	﹤0.01%	1057
2025 Q4	$372K	Sell	7,748 -561	-7%	-$26.5K	﹤0.01%	1097
2025 Q3	$366K	Buy	8,309 +248	+3%	+$10.4K	﹤0.01%	1076
2025 Q2	$328K	Buy	8,061 +80	+1%	+$3.36K	﹤0.01%	1111
2025 Q1	$356K	Buy	7,981 +699	+10%	+$30K	﹤0.01%	1000
2024 Q4	$318K	Buy	7,282 +291	+4%	+$13.5K	﹤0.01%	1103
2024 Q3	$335K	Buy	6,991 +1,486	+27%	+$69.5K	﹤0.01%	1104
2024 Q2	$238K	Buy	+5,505	New	+$237K	﹤0.01%	1209
2019 Q3	–	Sell	-324	Closed	-$18K	–	1003
2019 Q2	$18K	Hold	324	–	–	﹤0.01%	834
2019 Q1	$17K	Sell	324 -81	-20%	-$3.95K	﹤0.01%	784
2018 Q4	$19K	Hold	405	–	–	﹤0.01%	708
2018 Q3	$18K	Hold	405	–	–	﹤0.01%	698
2018 Q2	$17K	Hold	405	–	–	﹤0.01%	874
2018 Q1	$16K	Sell	405 -103	-20%	-$4.23K	﹤0.01%	886
2017 Q4	$23K	Hold	508	–	–	﹤0.01%	761
2017 Q3	$23K	Hold	508	–	–	0.01%	598
2017 Q2	$23K	Buy	+508	New	+$23.4K	0.01%	703

Other funds holding POR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

OneDigital Investment Advisors's POR Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Portland General Electric (POR) stake by 3.3% in Q2 2026, buying an estimated $12.2K and bringing the position to 7,588 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

OneDigital Investment Advisors first reported a position in POR in Q2 2017 and has held it in 18 quarters since. 507 funds tracked by Wall St. Rank hold POR as of Q2 2026.

OneDigital Investment Advisors held 7,588 shares of Portland General Electric worth $393K as of Q2 2026.
OneDigital Investment Advisors bought 241 Portland General Electric shares in Q2 2026, an estimated $12.2K.
Portland General Electric made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1149 holding.
OneDigital Investment Advisors first reported a position in Portland General Electric in Q2 2017 and has held it in 18 quarters since.
507 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.