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

Physician 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	$6.32K	Sell	122 -9	-7%	-$456	﹤0.01%	1008
2026 Q1	$6.91K	Buy	131 +32	+32%	+$1.64K	﹤0.01%	906
2025 Q4	$4.75K	Buy	99 +75	+313%	+$3.54K	﹤0.01%	987
2025 Q3	$1.06K	Hold	24	–	–	﹤0.01%	1540
2025 Q2	$976	Buy	+24	New	+$1.01K	﹤0.01%	1449
2025 Q1	–	Sell	-35	Closed	-$1.53K	–	1511
2024 Q4	$1.53K	Buy	+35	New	+$1.63K	﹤0.01%	874

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 $3.37T AUM 44.26% 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

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

Physician Wealth Advisors reduced its Portland General Electric (POR) stake by 6.9% in Q2 2026, selling an estimated $456 and leaving 122 shares worth $6.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

Physician Wealth Advisors first reported a position in POR in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.91K in Q1 2026. 505 funds tracked by Wall St. Rank hold POR as of Q2 2026.

Physician Wealth Advisors held 122 shares of Portland General Electric worth $6.32K as of Q2 2026.
Physician Wealth Advisors sold 9 Portland General Electric shares in Q2 2026, an estimated $456.
Portland General Electric made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1008 holding.
Physician Wealth Advisors first reported a position in Portland General Electric in Q4 2024 and has held it in 6 quarters since.
Physician Wealth Advisors's Portland General Electric position peaked at $6.91K in Q1 2026.
505 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.