WETZEL INVESTMENT ADVISORS, INC.
Position in POR — Portland General Electric Co /Or/
CIK 2009211
INDIANAPOLIS, IN
Position in POR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$259,150
-$4,700 QoQ
Shares Held
5,000
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#348
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, 2026WETZEL INVESTMENT ADVISORS, INC. holds $1,073,824 across 3 Utilities - Regulated Electric names. POR ranks #2 (24.1% 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 | $259,150 | 5,000 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $263,850 | 5,000 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $239,950 | 5,000 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $220,000 | 5,000 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $203,150 | 5,000 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $227,460 | 5,100 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $222,462 | 5,100 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $244,290 | 5,100 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $220,524 | 5,100 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $214,200 | 5,100 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $221,034 | 5,100 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||