PCS
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Personal CFO Solutions’s Portland General Electric POR Stock Holding History

Personal CFO Solutions’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 		$313K Sell
5,982
-564
-9% -$28.6K 0.05% 383
2026
Q1 		$349K Sell
6,546
-558
-8% -$28.7K 0.05% 329
2025
Q4 		$341K Buy
7,104
+1,163
+20% +$54.9K 0.05% 324
2025
Q3 		$261K Buy
5,941
+537
+10% +$22.5K 0.05% 394
2025
Q2 		$220K Sell
5,404
-117
-2% -$4.91K 0.04% 440
2025
Q1 		$246K Buy
5,521
+871
+19% +$37.3K 0.05% 376
2024
Q4 		$203K Buy
+4,650
New +$216K 0.04% 443

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

Personal CFO Solutions's POR Position: Q2 2026 in Review

Personal CFO Solutions reduced its Portland General Electric (POR) stake by 8.6% in Q2 2026, selling an estimated $28.6K and leaving 5,982 shares worth $313K. The position accounts for 0.05% of the portfolio, ranked #383.

Personal CFO Solutions first reported a position in POR in Q4 2024 and has held it in 7 quarters since. The position peaked at $349K in Q1 2026. 504 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Personal CFO Solutions held 5,982 shares of Portland General Electric worth $313K as of Q2 2026.
  • Personal CFO Solutions sold 564 Portland General Electric shares in Q2 2026, an estimated $28.6K.
  • Portland General Electric made up 0.05% of Personal CFO Solutions's portfolio in Q2 2026, its #383 holding.
  • Personal CFO Solutions first reported a position in Portland General Electric in Q4 2024 and has held it in 7 quarters since.
  • Personal CFO Solutions's Portland General Electric position peaked at $349K in Q1 2026.
  • 504 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.