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Waverly Advisors’s Portland General Electric POR Stock Holding History

Waverly 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 		$257K Buy
+4,962
New +$252K ﹤0.01% 1496
2014
Q1 		– Sell
-201
Closed -$6K – 807
2013
Q4 		$6K Sell
201
-201
-50% -$5.91K ﹤0.01% 643
2013
Q3 		$11K Buy
+402
New +$12K 0.01% 431

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

Waverly Advisors's POR Position: Q2 2026 in Review

Waverly Advisors opened a new position in Portland General Electric (POR) in Q2 2026: 4,962 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #1496 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in POR as recently as Q4 2013.

Waverly Advisors first reported a position in POR in Q3 2013 and has held it in 3 quarters since. 507 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Waverly Advisors held 4,962 shares of Portland General Electric worth $257K as of Q2 2026.
  • Portland General Electric was a new Waverly Advisors position in Q2 2026.
  • Portland General Electric made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1496 holding.
  • Waverly Advisors first reported a position in Portland General Electric in Q3 2013 and has held it in 3 quarters since.
  • 507 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.