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Creative Planning POR Position History
Portland General Electric Company • Utilities
Quarters held
8
Latest value
$6.2M
Q3 2026
Peak value
$6.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $44K |
| Q3 2025 | $1.7M |
| Q4 2025 | $2.7M |
| Q1 2026 | $4.8M |
| Q2 2026 | $63K |
| Q2 2026 | $5.9M |
| Q3 2026 | $54K |
| Q3 2026 | $6.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.2M | 138.6K | — | — |
| Q3 2026 | $54K | 1.2K | — | — |
| Q2 2026 | $5.9M | 113.0K | — | — |
| Q2 2026 | $63K | 1.2K | — | — |
| Q1 2026 | $4.8M | 91.0K | — | — |
| Q4 2025 | $2.7M | 55.3K | — | — |
| Q3 2025 | $1.7M | 38.2K | — | — |
| Q3 2025 | $44K | 996 | — | — |
Other funds holding POR
$364.4M
$262.8M
$262.8M
$247.6M
$244.8M
$224.9M
$169.8M
$169.3M