PWPS
POR icon

Pinnacle Wealth Planning Services’s Portland General Electric POR Stock Holding History

Pinnacle Wealth Planning Services’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 		$186K Sell
3,597
-127
-3% -$6.44K 0.02% 555
2026
Q1 		$197K Buy
3,724
+2,907
+356% +$149K 0.02% 485
2025
Q4 		$39.2K Buy
+817
New +$38.6K ﹤0.01% 1375
2021
Q1 		– Sell
-1,116
Closed -$48K – 1531
2020
Q4 		$48K Buy
+1,116
New +$45.5K 0.01% 819

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

Pinnacle Wealth Planning Services's POR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Portland General Electric (POR) stake by 3.4% in Q2 2026, selling an estimated $6.44K and leaving 3,597 shares worth $186K. The position accounts for 0.02% of the portfolio, ranked #555.

Pinnacle Wealth Planning Services first reported a position in POR in Q4 2020 and has held it in 4 quarters since. The position peaked at $197K in Q1 2026. 505 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,597 shares of Portland General Electric worth $186K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 127 Portland General Electric shares in Q2 2026, an estimated $6.44K.
  • Portland General Electric made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #555 holding.
  • Pinnacle Wealth Planning Services first reported a position in Portland General Electric in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Portland General Electric position peaked at $197K in Q1 2026.
  • 505 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.