Wealth Enhancement Advisory Services
POR icon

Wealth Enhancement Advisory Services’s Portland General Electric POR Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.38M Buy
45,129
+18,332
+68% +$929K ﹤0.01% 1462
2026
Q1 		$1.44M Buy
26,797
+2,387
+10% +$123K ﹤0.01% 1571
2025
Q4 		$1.19M Buy
24,410
+7,786
+47% +$368K ﹤0.01% 1828
2025
Q3 		$728K Buy
16,624
+6,027
+57% +$253K ﹤0.01% 2073
2025
Q2 		$437K Sell
10,597
-1,947
-16% -$81.7K ﹤0.01% 2322
2025
Q1 		$559K Buy
12,544
+227
+2% +$9.73K ﹤0.01% 1980
2024
Q4 		$537K Sell
12,317
-187
-1% -$8.7K ﹤0.01% 1944
2024
Q3 		$599K Buy
12,504
+810
+7% +$37.9K ﹤0.01% 1699
2024
Q2 		$506K Buy
11,694
+784
+7% +$33.8K ﹤0.01% 1646
2024
Q1 		$458K Sell
10,910
-148
-1% -$6.1K ﹤0.01% 1634
2023
Q4 		$479K Buy
11,058
+1,894
+21% +$78.6K ﹤0.01% 1532
2023
Q3 		$371K Buy
+9,164
New +$415K ﹤0.01% 1612

Other funds holding POR

ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return

Wealth Enhancement Advisory Services's POR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Portland General Electric (POR) stake by 68% in Q2 2026, buying an estimated $929K and bringing the position to 45,129 shares worth $2.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

Wealth Enhancement Advisory Services first reported a position in POR in Q3 2023 and has held it in 12 quarters since. 75 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 45,129 shares of Portland General Electric worth $2.38M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 18,332 Portland General Electric shares in Q2 2026, an estimated $929K.
  • Portland General Electric made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1462 holding.
  • Wealth Enhancement Advisory Services first reported a position in Portland General Electric in Q3 2023 and has held it in 12 quarters since.
  • 75 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.