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Transamerica Financial Advisors’s Portland General Electric POR Stock Holding History

Transamerica Financial Advisors’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 		$25.2K Sell
481
-69
-13% -$3.5K ﹤0.01% 820
2026
Q1 		$29.3K Buy
550
+64
+13% +$3.29K ﹤0.01% 734
2025
Q4 		$23.6K Buy
486
+57
+13% +$2.69K ﹤0.01% 681
2025
Q3 		$19.1K Buy
+429
New +$18K ﹤0.01% 617

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

Transamerica Financial Advisors's POR Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Portland General Electric (POR) stake by 13% in Q2 2026, selling an estimated $3.5K and leaving 481 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Transamerica Financial Advisors first reported a position in POR in Q3 2025 and has held it in 4 quarters since. The position peaked at $29.3K in Q1 2026. 507 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Transamerica Financial Advisors held 481 shares of Portland General Electric worth $25.2K as of Q2 2026.
  • Transamerica Financial Advisors sold 69 Portland General Electric shares in Q2 2026, an estimated $3.5K.
  • Portland General Electric made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #820 holding.
  • Transamerica Financial Advisors first reported a position in Portland General Electric in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Portland General Electric position peaked at $29.3K in Q1 2026.
  • 507 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.