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Wetzel Investment Advisors’s Portland General Electric POR Stock Holding History

Wetzel Investment 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
Q1 		$266K Hold
5,000
– – 0.11% 113
2025
Q4 		$243K Hold
5,000
– – 0.1% 122
2025
Q3 		$223K Hold
5,000
– – 0.1% 123
2025
Q2 		$206K Sell
5,000
-100
-2% -$4.2K 0.09% 119
2025
Q1 		$230K Hold
5,100
– – 0.12% 108
2024
Q4 		$225K Hold
5,100
– – 0.11% 112
2024
Q3 		$247K Hold
5,100
– – 0.12% 107
2024
Q2 		$214K Hold
5,100
– – 0.12% 110
2024
Q1 		$213K Hold
5,100
– – 0.13% 108
2023
Q4 		$221K Buy
+5,100
New +$212K 0.14% 103

Other funds holding POR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return