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 Q2	$262K	Hold	5,000	–	–	0.09%	115
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wetzel Investment Advisors's POR Position: Q2 2026 in Review

Wetzel Investment Advisors held its Portland General Electric (POR) position steady in Q2 2026 at 5,000 shares worth $262K. The position accounts for 0.09% of the portfolio, ranked #115.

Wetzel Investment Advisors first reported a position in POR in Q4 2023 and has held it in 11 quarters since. The position peaked at $266K in Q1 2026. 507 funds tracked by Wall St. Rank hold POR as of Q2 2026.

Wetzel Investment Advisors held 5,000 shares of Portland General Electric worth $262K as of Q2 2026.
Wetzel Investment Advisors left its Portland General Electric share count unchanged in Q2 2026.
Portland General Electric made up 0.09% of Wetzel Investment Advisors's portfolio in Q2 2026, its #115 holding.
Wetzel Investment Advisors first reported a position in Portland General Electric in Q4 2023 and has held it in 11 quarters since.
Wetzel Investment Advisors's Portland General Electric position peaked at $266K in Q1 2026.
507 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.