Prestige Wealth Management Group’s Portland General Electric POR Stock Holding History

Prestige Wealth Management Group’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	$1.1K	Sell	21 -22	-51%	-$1.11K	﹤0.01%	884
2026 Q1	$2.29K	Hold	43	–	–	﹤0.01%	710
2025 Q4	$2.09K	Hold	43	–	–	﹤0.01%	750
2025 Q3	$1.92K	Hold	43	–	–	﹤0.01%	757
2025 Q2	$1.77K	Hold	43	–	–	﹤0.01%	762
2025 Q1	$1.94K	Hold	43	–	–	﹤0.01%	745
2024 Q4	$1.9K	Hold	43	–	–	﹤0.01%	788
2024 Q3	$2.08K	Hold	43	–	–	﹤0.01%	757
2024 Q2	$1.88K	Hold	43	–	–	﹤0.01%	731
2024 Q1	$1.83K	Hold	43	–	–	﹤0.01%	769
2023 Q4	$1.89K	Hold	43	–	–	﹤0.01%	758
2023 Q3	$1.76K	Hold	43	–	–	﹤0.01%	761
2023 Q2	$2.04K	Hold	43	–	–	﹤0.01%	754
2023 Q1	$2.12K	Sell	43 -47	-52%	-$2.25K	﹤0.01%	735
2022 Q4	$4.45K	Buy	90 +47	+109%	+$2.18K	﹤0.01%	644
2022 Q3	$2K	Hold	43	–	–	﹤0.01%	767
2022 Q2	$2K	Hold	43	–	–	﹤0.01%	779
2022 Q1	$2K	Hold	43	–	–	﹤0.01%	799
2021 Q4	$2K	Hold	43	–	–	﹤0.01%	824
2021 Q3	$2K	Hold	43	–	–	﹤0.01%	815
2021 Q2	$2K	Hold	43	–	–	﹤0.01%	815
2021 Q1	$2K	Sell	43 -18	-30%	-$786	﹤0.01%	811
2020 Q4	$3K	Sell	61 -11	-15%	-$448	﹤0.01%	702
2020 Q3	$3K	Hold	72	–	–	﹤0.01%	634
2020 Q2	$3K	Hold	72	–	–	﹤0.01%	628
2020 Q1	$3K	Buy	+72	New	+$4.03K	﹤0.01%	587
2019 Q1	–	Sell	-116	Closed	-$5K	–	965
2018 Q4	$5K	Buy	+116	New	+$5.43K	﹤0.01%	603

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

Prestige Wealth Management Group's POR Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Portland General Electric (POR) stake by 51% in Q2 2026, selling an estimated $1.11K and leaving 21 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Prestige Wealth Management Group first reported a position in POR in Q4 2018 and has held it in 27 quarters since. The position peaked at $5K in Q4 2018. 505 funds tracked by Wall St. Rank hold POR as of Q2 2026.

Prestige Wealth Management Group held 21 shares of Portland General Electric worth $1.1K as of Q2 2026.
Prestige Wealth Management Group sold 22 Portland General Electric shares in Q2 2026, an estimated $1.11K.
Portland General Electric made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #884 holding.
Prestige Wealth Management Group first reported a position in Portland General Electric in Q4 2018 and has held it in 27 quarters since.
Prestige Wealth Management Group's Portland General Electric position peaked at $5K in Q4 2018.
505 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.