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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
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% +$9.92K 0.01% 1084
2025
Q3 		$240K Buy
+5,453
New +$229K 0.01% 1138

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

Sigma Planning Corp's POR Position: Q2 2026 in Review

Sigma Planning Corp reduced its Portland General Electric (POR) stake by 0.15% in Q2 2026, selling an estimated $406 and leaving 5,344 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #1158.

Sigma Planning Corp first reported a position in POR in Q3 2025 and has held it in 4 quarters since. The position peaked at $282K in Q1 2026. 505 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Sigma Planning Corp held 5,344 shares of Portland General Electric worth $277K as of Q2 2026.
  • Sigma Planning Corp sold 8 Portland General Electric shares in Q2 2026, an estimated $406.
  • Portland General Electric made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1158 holding.
  • Sigma Planning Corp first reported a position in Portland General Electric in Q3 2025 and has held it in 4 quarters since.
  • Sigma Planning Corp's Portland General Electric position peaked at $282K in Q1 2026.
  • 505 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.