Sowell Financial Services’s Portland General Electric POR Stock Holding History

Sowell Financial Services’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	$580K	Sell	11,187 -2,339	-17%	-$119K	0.02%	598
2026 Q1	$714K	Sell	13,526 -2,202	-14%	-$113K	0.03%	524
2025 Q4	$755K	Sell	15,728 -1,627	-9%	-$76.8K	0.03%	513
2025 Q3	$764K	Buy	17,355 +830	+5%	+$34.8K	0.03%	506
2025 Q2	$671K	Buy	16,525 +143	+0.9%	+$6K	0.03%	529
2025 Q1	$731K	Buy	+16,382	New	+$702K	0.03%	484
2021 Q2	–	Sell	-125	Closed	-$6K	–	2131
2021 Q1	$6K	Sell	125 -92	-42%	-$4.02K	﹤0.01%	2543
2020 Q4	$9K	Buy	217 +92	+74%	+$3.75K	﹤0.01%	2077
2020 Q3	$4K	Hold	125	–	–	﹤0.01%	2071
2020 Q2	$5K	Sell	125 -10	-7%	-$458	﹤0.01%	1909
2020 Q1	$6K	Sell	135 -24	-15%	-$1.34K	﹤0.01%	1774
2019 Q4	$9K	Sell	159 -29	-15%	-$1.62K	﹤0.01%	1725
2019 Q3	$11K	Buy	+188	New	+$10.5K	﹤0.01%	1506

Other funds holding POR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sowell Financial Services's POR Position: Q2 2026 in Review

Sowell Financial Services reduced its Portland General Electric (POR) stake by 17% in Q2 2026, selling an estimated $119K and leaving 11,187 shares worth $580K. The position accounts for 0.02% of the portfolio, ranked #598.

Sowell Financial Services first reported a position in POR in Q3 2019 and has held it in 13 quarters since. The position peaked at $764K in Q3 2025. 502 funds tracked by Wall St. Rank hold POR as of Q2 2026.

Sowell Financial Services held 11,187 shares of Portland General Electric worth $580K as of Q2 2026.
Sowell Financial Services sold 2,339 Portland General Electric shares in Q2 2026, an estimated $119K.
Portland General Electric made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #598 holding.
Sowell Financial Services first reported a position in Portland General Electric in Q3 2019 and has held it in 13 quarters since.
Sowell Financial Services's Portland General Electric position peaked at $764K in Q3 2025.
502 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.