RFP
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Root Financial Partners’s Portland General Electric POR Stock Holding History

Root Financial Partners’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 		– Sell
-1,014
Closed -$53.5K – 2443
2026
Q1 		$53.5K Buy
1,014
+363
+56% +$18.7K ﹤0.01% 854
2025
Q4 		$31.2K Buy
651
+31
+5% +$1.46K ﹤0.01% 919
2025
Q3 		$27.3K Buy
+620
New +$26K ﹤0.01% 953

Other funds holding POR

ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Root Financial Partners's POR Position: Q2 2026 in Review

Root Financial Partners sold out of Portland General Electric (POR) in Q2 2026, closing a stake of 1,014 shares — an estimated $53.5K sold.

Root Financial Partners first reported a position in POR in Q3 2025 and held it in 3 quarters. The position peaked at $53.5K in Q1 2026. 140 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Root Financial Partners reported no remaining Portland General Electric position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,014 Portland General Electric shares in Q2 2026, an estimated $53.5K.
  • Root Financial Partners first reported a position in Portland General Electric in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Portland General Electric position peaked at $53.5K in Q1 2026.
  • 140 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.