Planning Strategies Inc.’s Portland General Electric POR Stock Holding History

Planning Strategies Inc.’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	$104	Buy	+2	New	+$101	﹤0.01%	1031

Other funds holding POR

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Retirement Systems of Alabama

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Planning Strategies Inc.'s POR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Portland General Electric (POR) in Q2 2026: 2 shares worth $104. The stake represents ﹤0.01% of the portfolio and ranks #1031 among its holdings.

129 funds tracked by Wall St. Rank hold POR as of Q2 2026.

Planning Strategies Inc. held 2 shares of Portland General Electric worth $104 as of Q2 2026.
Portland General Electric was a new Planning Strategies Inc. position in Q2 2026.
Portland General Electric made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #1031 holding.
129 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.