Outlook Wealth Advisors, LLC
Position in POR — Portland General Electric Co /Or/
CIK 1767151
SHENANDOAH, TX
Position in POR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$515,449
-$6,710 QoQ
Shares Held
9,945
+0.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#288
of 504 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in POR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Outlook Wealth Advisors, LLC holds $1,816,110 across 4 Utilities - Regulated Electric names. POR ranks #1 (28.4% of the industry book) .
All Filings in POR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515,449 | 9,945 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $522,159 | 9,895 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $490,073 | 10,212 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $328,856 | 7,474 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $305,537 | 7,520 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $335,347 | 7,519 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $330,595 | 7,579 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $362,986 | 7,578 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $334,504 | 7,736 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $332,094 | 7,907 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $370,123 | 8,540 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||