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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Outlook Wealth Advisors's POR Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its Portland General Electric (POR) stake by 3.1% in Q1 2026, selling an estimated $16.3K and leaving 9,895 shares worth $522K. The position accounts for 0.13% of the portfolio, ranked #164.

Outlook Wealth Advisors first reported a position in POR in Q4 2023 and has held it in 10 quarters since. 504 funds tracked by Wall St. Rank hold POR as of Q1 2026.

  • Outlook Wealth Advisors held 9,895 shares of Portland General Electric worth $522K as of Q1 2026.
  • Outlook Wealth Advisors sold 317 Portland General Electric shares in Q1 2026, an estimated $16.3K.
  • Portland General Electric made up 0.13% of Outlook Wealth Advisors's portfolio in Q1 2026, its #164 holding.
  • Outlook Wealth Advisors first reported a position in Portland General Electric in Q4 2023 and has held it in 10 quarters since.
  • 504 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.