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

Spire 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 Q2	$1.35K	Hold	26	–	–	﹤0.01%	2086
2026 Q1	$1.37K	Sell	26 -2	-7%	-$103	﹤0.01%	2095
2025 Q4	$1.34K	Buy	28 +2	+8%	+$94	﹤0.01%	2155
2025 Q3	$1.14K	Buy	26 +4	+18%	+$168	﹤0.01%	2252
2025 Q2	$894	Hold	22	–	–	﹤0.01%	2301
2025 Q1	$981	Buy	+22	New	+$943	﹤0.01%	2394
2024 Q1	–	Sell	-16	Closed	-$648	–	2379
2023 Q4	$648	Buy	+16	New	+$664	﹤0.01%	2329
2023 Q2	–	Sell	-29	Closed	-$1.42K	–	2502
2023 Q1	$1.42K	Sell	29 -20	-41%	-$955	﹤0.01%	2332
2022 Q4	$2K	Buy	+49	New	+$2.27K	﹤0.01%	2089

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

Spire Wealth Management's POR Position: Q2 2026 in Review

Spire Wealth Management held its Portland General Electric (POR) position steady in Q2 2026 at 26 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #2086.

Spire Wealth Management first reported a position in POR in Q4 2022 and has held it in 9 quarters since. The position peaked at $2K in Q4 2022. 505 funds tracked by Wall St. Rank hold POR as of Q2 2026.

Spire Wealth Management held 26 shares of Portland General Electric worth $1.35K as of Q2 2026.
Spire Wealth Management left its Portland General Electric share count unchanged in Q2 2026.
Portland General Electric made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2086 holding.
Spire Wealth Management first reported a position in Portland General Electric in Q4 2022 and has held it in 9 quarters since.
Spire Wealth Management's Portland General Electric position peaked at $2K in Q4 2022.
505 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.