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SHP Wealth Management’s Portland General Electric POR Stock Holding History

SHP Wealth Management’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
Q1 		$37.7K Buy
714
+4
+0.6% +$206 ﹤0.01% 560
2025
Q4 		$34.1K Buy
+710
New +$33.5K ﹤0.01% 571

Other funds holding POR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

SHP Wealth Management's POR Position: Q1 2026 in Review

SHP Wealth Management increased its Portland General Electric (POR) stake by 0.56% in Q1 2026, buying an estimated $206 and bringing the position to 714 shares worth $37.7K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

SHP Wealth Management first reported a position in POR in Q4 2025 and has held it in 2 quarters since. 507 funds tracked by Wall St. Rank hold POR as of Q1 2026.

  • SHP Wealth Management held 714 shares of Portland General Electric worth $37.7K as of Q1 2026.
  • SHP Wealth Management bought 4 Portland General Electric shares in Q1 2026, an estimated $206.
  • Portland General Electric made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #560 holding.
  • SHP Wealth Management first reported a position in Portland General Electric in Q4 2025 and has held it in 2 quarters since.
  • 507 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.