A detailed history of Jeppson Wealth Management, LLC transactions in Portland General Electric CO stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 5,831 shares of POR stock, worth $255,222. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,831
Previous 5,831 -0.0%
Holding current value
$255,222
Previous $252,000 10.71%
% of portfolio
0.1%
Previous 0.1%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 11, 2024

BUY
$38.9 - $44.69 $1,945 - $2,234
50 Added 0.86%
5,831 $252,000
Q3 2023

Oct 25, 2023

SELL
$40.48 - $49.16 $13,155 - $15,976
-325 Reduced 5.32%
5,781 $234,000
Q2 2022

Aug 03, 2022

SELL
$45.4 - $56.97 $2,270 - $2,848
-50 Reduced 0.81%
6,106 $295,000
Q1 2022

Apr 27, 2022

BUY
$48.82 - $55.6 $1,220 - $1,390
25 Added 0.41%
6,156 $339,000
Q1 2021

May 19, 2021

BUY
$41.27 - $48.42 $8,254 - $9,684
200 Added 3.37%
6,131 $291,000
Q4 2020

Mar 05, 2021

BUY
$35.98 - $44.57 $23,207 - $28,747
645 Added 12.2%
5,931 $254,000
Q3 2020

Nov 19, 2020

BUY
$33.69 - $44.31 $178,085 - $234,222
5,286 New
5,286 $188,000

Others Institutions Holding POR

About PORTLAND GENERAL ELECTRIC CO


  • Ticker POR
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 99,372,896
  • Market Cap $4.35B
  • Description
  • Portland General Electric Company, an integrated electric utility company, engages in the generation, wholesale purchase, transmission, distribution, and retail sale of electricity in the state of Oregon. It operates six thermal plants, three wind farms, and seven hydroelectric facilities. As of December 31, 2021, the company owned an electric t...
More about POR
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