Sigma Planning Corp
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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
Q3 		$237K Sell
5,302
-42
-0.8% -$2.09K 0.01% 1165
2026
Q2 		$277K Sell
5,344
-8
-0.1% -$406 0.01% 1158
2026
Q1 		$282K Sell
5,352
-311
-5% -$16K 0.01% 1075
2025
Q4 		$272K Buy
5,663
+210
+4% +$9.9K 0.01% 1084
2025
Q3 		$240K Buy
+5,453
New +$229K 0.01% 1138

Other funds holding POR

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Martin Capital Partners
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
1834 Investment Advisors
1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Sigma Planning Corp's POR Position: Q3 2026 in Review

Sigma Planning Corp reduced its Portland General Electric (POR) stake by 0.79% in Q3 2026, selling an estimated $2.09K and leaving 5,302 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #1165.

Sigma Planning Corp first reported a position in POR in Q3 2025 and has held it in 5 quarters since. The position peaked at $282K in Q1 2026. 89 funds tracked by Wall St. Rank hold POR as of Q3 2026.

  • Sigma Planning Corp held 5,302 shares of Portland General Electric worth $237K as of Q3 2026.
  • Sigma Planning Corp sold 42 Portland General Electric shares in Q3 2026, an estimated $2.09K.
  • Portland General Electric made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1165 holding.
  • Sigma Planning Corp first reported a position in Portland General Electric in Q3 2025 and has held it in 5 quarters since.
  • Sigma Planning Corp's Portland General Electric position peaked at $282K in Q1 2026.
  • 89 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.