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Steward Partners Investment Advisory’s Portland General Electric POR Stock Holding History

Steward Partners Investment Advisory’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 		$259K Buy
5,004
+279
+6% +$14.1K ﹤0.01% 2084
2026
Q1 		$249K Sell
4,725
-260
-5% -$13.4K ﹤0.01% 1907
2025
Q4 		$239K Buy
4,985
+58
+1% +$2.74K ﹤0.01% 1839
2025
Q3 		$217K Sell
4,927
-898
-15% -$37.7K ﹤0.01% 1828
2025
Q2 		$237K Sell
5,825
-293
-5% -$12.3K ﹤0.01% 1679
2025
Q1 		$273K Sell
6,118
-396
-6% -$17K ﹤0.01% 1495
2024
Q4 		$284K Buy
6,514
+210
+3% +$9.77K ﹤0.01% 1438
2024
Q3 		$302K Hold
6,304
– – ﹤0.01% 1329
2024
Q2 		$273K Sell
6,304
-415
-6% -$17.9K ﹤0.01% 1314
2024
Q1 		$282K Buy
6,719
+1,009
+18% +$41.6K ﹤0.01% 1284
2023
Q4 		$247K Buy
5,710
+732
+15% +$30.4K ﹤0.01% 1299
2023
Q3 		$202K Buy
4,978
+4,478
+896% +$203K ﹤0.01% 1280
2023
Q2 		$23.4K Hold
500
– – ﹤0.01% 2212
2023
Q1 		$24.4K Hold
500
– – ﹤0.01% 2164
2022
Q4 		$24.5K Hold
500
– – ﹤0.01% 2142
2022
Q3 		$22K Hold
500
– – ﹤0.01% 2190
2022
Q2 		$24K Hold
500
– – ﹤0.01% 2145
2022
Q1 		$28K Hold
500
– – ﹤0.01% 2209
2021
Q4 		$26K Hold
500
– – ﹤0.01% 2216
2021
Q3 		$23K Sell
500
-42
-8% -$2.07K ﹤0.01% 2270
2021
Q2 		$25K Sell
542
-1,701
-76% -$83.6K ﹤0.01% 4727
2021
Q1 		$106K Buy
2,243
+43
+2% +$1.88K ﹤0.01% 1592
2020
Q4 		$94K Sell
2,200
-3,000
-58% -$122K ﹤0.01% 1391
2020
Q3 		$185K Buy
5,200
+2,200
+73% +$87.9K ﹤0.01% 974
2020
Q2 		$125K Buy
3,000
+2,500
+500% +$114K ﹤0.01% 1059
2020
Q1 		$23K Hold
500
– – ﹤0.01% 1559
2019
Q4 		$27K Hold
500
– – ﹤0.01% 1670
2019
Q3 		$28K Hold
500
– – ﹤0.01% 1610
2019
Q2 		$27K Buy
+500
New +$26.5K ﹤0.01% 1589
2018
Q4 		– Sell
-500
Closed -$23K – 1778
2018
Q3 		$23K Buy
+500
New +$22.8K ﹤0.01% 1501

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's POR Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Portland General Electric (POR) stake by 5.9% in Q2 2026, buying an estimated $14.1K and bringing the position to 5,004 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

Steward Partners Investment Advisory first reported a position in POR in Q3 2018 and has held it in 30 quarters since. The position peaked at $302K in Q3 2024. 507 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Steward Partners Investment Advisory held 5,004 shares of Portland General Electric worth $259K as of Q2 2026.
  • Steward Partners Investment Advisory bought 279 Portland General Electric shares in Q2 2026, an estimated $14.1K.
  • Portland General Electric made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2084 holding.
  • Steward Partners Investment Advisory first reported a position in Portland General Electric in Q3 2018 and has held it in 30 quarters since.
  • Steward Partners Investment Advisory's Portland General Electric position peaked at $302K in Q3 2024.
  • 507 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.