Keudell/Morrison Wealth Management
Position in POR — Portland General Electric Co /Or/
CIK 1785498
Salem, OR
Position in POR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$600,139
-$6,979 QoQ
Shares Held
11,579
+0.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#274
of 504 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in POR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Keudell/Morrison Wealth Management holds $4,691,156 across 9 Utilities - Regulated Electric names. POR ranks #4 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
6,201 | $784,922 | |
| 2 | SO |
Southern Co
|
7,697 | $736,679 | |
| 3 | NGG |
National Grid PLC
|
7,886 | $653,512 | |
| 4 | POR |
Portland General Electric Co /Or/
This page
|
11,579 | $600,139 | |
| 5 | FE |
Firstenergy Corp
|
10,627 | $505,207 | |
| 6 | PPL |
PPL Corp
|
12,660 | $460,191 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
3,781 | $441,507 | |
| 8 | AEP |
American Electric Power Co Inc
|
1,908 | $261,033 |
All Filings in POR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $600,139 | 11,579 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $607,118 | 11,505 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $608,417 | 12,678 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $568,941 | 14,003 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $652,765 | 14,636 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $580,494 | 13,308 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $570,010 | 11,900 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $543,483 | 12,569 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $525,966 | 12,523 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $561,513 | 12,956 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $546,763 | 13,507 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $648,923 | 13,857 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $702,891 | 14,377 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $714,077 | 14,573 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $803,705 | 18,493 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $908,604 | 18,800 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $884,219 | 16,033 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $831,426 | 15,711 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $764,668 | 16,273 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $679,219 | 14,740 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $710,483 | 14,967 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $636,845 | 14,890 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $491,320 | 13,840 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $216,993 | 5,190 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $240,419 | 5,015 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||