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Sigma Planning Corp’s Portland General Electric POR Stock Holding History

Sigma Planning Corp’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 		$282K Sell
5,352
-311
-5% -$16K 0.01% 1075
2025
Q4 		$272K Buy
5,663
+210
+4% +$9.92K 0.01% 1084
2025
Q3 		$240K Buy
+5,453
New +$229K 0.01% 1138

Other funds holding POR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Sigma Planning Corp's POR Position: Q1 2026 in Review

Sigma Planning Corp reduced its Portland General Electric (POR) stake by 5.5% in Q1 2026, selling an estimated $16K and leaving 5,352 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #1075.

Sigma Planning Corp first reported a position in POR in Q3 2025 and has held it in 3 quarters since. 505 funds tracked by Wall St. Rank hold POR as of Q1 2026.

  • Sigma Planning Corp held 5,352 shares of Portland General Electric worth $282K as of Q1 2026.
  • Sigma Planning Corp sold 311 Portland General Electric shares in Q1 2026, an estimated $16K.
  • Portland General Electric made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1075 holding.
  • Sigma Planning Corp first reported a position in Portland General Electric in Q3 2025 and has held it in 3 quarters since.
  • 505 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.