PWA
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Principia Wealth Advisory’s Portland General Electric POR Stock Holding History

Principia Wealth Advisory’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 		$52 Hold
1
– – ﹤0.01% 1055
2026
Q1 		$53 Hold
1
– – ﹤0.01% 1041
2025
Q4 		$48 Hold
1
– – ﹤0.01% 1011
2025
Q3 		$44 Sell
1
-8
-89% -$336 ﹤0.01% 964
2025
Q2 		$366 Hold
9
– – ﹤0.01% 803
2025
Q1 		$381 Buy
+9
New +$386 ﹤0.01% 641

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

Principia Wealth Advisory's POR Position: Q2 2026 in Review

Principia Wealth Advisory held its Portland General Electric (POR) position steady in Q2 2026 at 1 share worth $52. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

Principia Wealth Advisory first reported a position in POR in Q1 2025 and has held it in 6 quarters since. The position peaked at $381 in Q1 2025. 505 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Principia Wealth Advisory held 1 share of Portland General Electric worth $52 as of Q2 2026.
  • Principia Wealth Advisory left its Portland General Electric share count unchanged in Q2 2026.
  • Portland General Electric made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #1055 holding.
  • Principia Wealth Advisory first reported a position in Portland General Electric in Q1 2025 and has held it in 6 quarters since.
  • Principia Wealth Advisory's Portland General Electric position peaked at $381 in Q1 2025.
  • 505 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.