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Outlook Wealth Advisors’s Portland General Electric POR Stock Holding History

Outlook Wealth 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 		$515K Buy
9,945
+50
+0.5% +$2.54K 0.11% 177
2026
Q1 		$522K Sell
9,895
-317
-3% -$16.3K 0.13% 164
2025
Q4 		$490K Buy
10,212
+2,738
+37% +$129K 0.11% 167
2025
Q3 		$329K Sell
7,474
-46
-0.6% -$1.93K 0.08% 216
2025
Q2 		$306K Buy
7,520
+1
+0% +$42 0.08% 225
2025
Q1 		$335K Sell
7,519
-60
-0.8% -$2.57K 0.09% 211
2024
Q4 		$331K Buy
7,579
+1
+0% +$47 0.09% 211
2024
Q3 		$363K Sell
7,578
-158
-2% -$7.39K 0.1% 185
2024
Q2 		$334K Sell
7,736
-171
-2% -$7.37K 0.1% 196
2024
Q1 		$332K Sell
7,907
-633
-7% -$26.1K 0.1% 191
2023
Q4 		$370K Buy
+8,540
New +$354K 0.13% 148

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

Outlook Wealth Advisors's POR Position: Q2 2026 in Review

Outlook Wealth Advisors increased its Portland General Electric (POR) stake by 0.51% in Q2 2026, buying an estimated $2.54K and bringing the position to 9,945 shares worth $515K. The position accounts for 0.11% of the portfolio, ranked #177.

Outlook Wealth Advisors first reported a position in POR in Q4 2023 and has held it in 11 quarters since. The position peaked at $522K in Q1 2026. 505 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Outlook Wealth Advisors held 9,945 shares of Portland General Electric worth $515K as of Q2 2026.
  • Outlook Wealth Advisors bought 50 Portland General Electric shares in Q2 2026, an estimated $2.54K.
  • Portland General Electric made up 0.11% of Outlook Wealth Advisors's portfolio in Q2 2026, its #177 holding.
  • Outlook Wealth Advisors first reported a position in Portland General Electric in Q4 2023 and has held it in 11 quarters since.
  • Outlook Wealth Advisors's Portland General Electric position peaked at $522K in Q1 2026.
  • 505 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.