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Twin Peaks Wealth Advisors’s Portland General Electric POR Stock Holding History

Twin Peaks Wealth 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 		– Sell
-19
Closed -$1K – 1666
2026
Q1 		$1K Buy
+19
New +$976 ﹤0.01% 1900
2025
Q3 		– Sell
-10
Closed -$427 – 1585
2025
Q2 		$427 Buy
+10
New +$420 ﹤0.01% 1940

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

Twin Peaks Wealth Advisors's POR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Portland General Electric (POR) in Q2 2026, closing a stake of 19 shares — an estimated $1K sold.

Twin Peaks Wealth Advisors first reported a position in POR in Q2 2025 and held it in 2 quarters. The position peaked at $1K in Q1 2026. 501 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Portland General Electric position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 19 Portland General Electric shares in Q2 2026, an estimated $1K.
  • Twin Peaks Wealth Advisors first reported a position in Portland General Electric in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Portland General Electric position peaked at $1K in Q1 2026.
  • 501 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.