Accurate Wealth Management’s Quanta Services PWR Stock Holding History

Accurate Wealth Management’s Portfolio PWR Stock Details PWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$292K	Sell	424 -42	-9%	-$27.1K	0.03%	481
2026 Q2	$307K	Sell	466 -70	-13%	-$47.8K	0.03%	460
2026 Q1	$314K	Sell	536 -36	-6%	-$18.5K	0.04%	416
2025 Q4	$242K	Sell	572 -85	-13%	-$37.3K	0.03%	453
2025 Q3	$284K	Buy	657 +110	+20%	+$42.8K	0.04%	406
2025 Q2	$208K	Buy	+547	New	+$176K	0.03%	426
2023 Q1	–	Sell	-1,027	Closed	-$143K	–	1126
2022 Q4	$143K	Buy	+1,027	New	+$146K	0.05%	250

Other funds holding PWR

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Accurate Wealth Management's PWR Position: Q3 2026 in Review

Accurate Wealth Management reduced its Quanta Services (PWR) stake by 9% in Q3 2026, selling an estimated $27.1K and leaving 424 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #481.

Accurate Wealth Management first reported a position in PWR in Q4 2022 and has held it in 7 quarters since. The position peaked at $314K in Q1 2026. 913 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

Accurate Wealth Management held 424 shares of Quanta Services worth $292K as of Q3 2026.
Accurate Wealth Management sold 42 Quanta Services shares in Q3 2026, an estimated $27.1K.
Quanta Services made up 0.03% of Accurate Wealth Management's portfolio in Q3 2026, its #481 holding.
Accurate Wealth Management first reported a position in Quanta Services in Q4 2022 and has held it in 7 quarters since.
Accurate Wealth Management's Quanta Services position peaked at $314K in Q1 2026.
913 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.