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Planning Strategies’s Portland General Electric POR Stock Holding History

Planning Strategies’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 		$104 Buy
+2
New +$101 ﹤0.01% 1031

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Planning Strategies's POR Position: Q2 2026 in Review

Planning Strategies opened a new position in Portland General Electric (POR) in Q2 2026: 2 shares worth $104. The stake represents ﹤0.01% of the portfolio and ranks #1031 among its holdings.

471 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Planning Strategies held 2 shares of Portland General Electric worth $104 as of Q2 2026.
  • Portland General Electric was a new Planning Strategies position in Q2 2026.
  • Portland General Electric made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #1031 holding.
  • 471 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.