Ascent Wealth Partners
PWR icon

Ascent Wealth Partners’s Quanta Services PWR Stock Holding History

Ascent Wealth Partners’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 		$9.31M Sell
14,493
-29
-0.2% -$18.7K 0.92% 29
2026
Q2 		$10.5M Buy
14,522
+207
+1% +$141K 1.05% 28
2026
Q1 		$7.86M Buy
14,315
+600
+4% +$309K 0.91% 35
2025
Q4 		$5.79M Sell
13,715
-215
-2% -$94.5K 0.67% 47
2025
Q3 		$5.77M Sell
13,930
-4,721
-25% -$1.84M 0.67% 48
2025
Q2 		$7.05M Buy
+18,651
New +$5.99M 0.87% 36

Other funds holding PWR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Ascent Wealth Partners's PWR Position: Q3 2026 in Review

Ascent Wealth Partners reduced its Quanta Services (PWR) stake by 0.2% in Q3 2026, selling an estimated $18.7K and leaving 14,493 shares worth $9.31M. The position accounts for 0.92% of the portfolio, ranked #29.

Ascent Wealth Partners first reported a position in PWR in Q2 2025 and has held it in 6 quarters since. The position peaked at $10.5M in Q2 2026. 1,061 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

  • Ascent Wealth Partners held 14,493 shares of Quanta Services worth $9.31M as of Q3 2026.
  • Ascent Wealth Partners sold 29 Quanta Services shares in Q3 2026, an estimated $18.7K.
  • Quanta Services made up 0.92% of Ascent Wealth Partners's portfolio in Q3 2026, its #29 holding.
  • Ascent Wealth Partners first reported a position in Quanta Services in Q2 2025 and has held it in 6 quarters since.
  • Ascent Wealth Partners's Quanta Services position peaked at $10.5M in Q2 2026.
  • 1,061 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Ascent Wealth Partners's 13F filing for Q3 2026, filed 23 Oct 2026.