Atlantic Edge Private Wealth Management’s Quanta Services PWR Stock Holding History

Atlantic Edge Private 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 Q2	$5.65M	Sell	7,846 -845	-10%	-$578K	1.15%	25
2026 Q1	$4.77M	Buy	8,691 +66	+0.8%	+$34K	1.17%	23
2025 Q4	$3.64M	Buy	8,625 +5	+0.1%	+$2.2K	0.9%	29
2025 Q3	$3.57M	Buy	8,620 +80	+0.9%	+$31.1K	0.92%	29
2025 Q2	$3.23M	Buy	8,540 +60	+0.7%	+$19.3K	0.89%	30
2025 Q1	$2.16M	Sell	8,480 -2	-0%	-$578	0.66%	40
2024 Q4	$2.68M	Sell	8,482 -108	-1%	-$34.7K	0.83%	29
2024 Q3	$2.56M	Buy	8,590 +188	+2%	+$49.7K	0.78%	33
2024 Q2	$2.13M	Buy	8,402 +258	+3%	+$68.4K	0.71%	32
2024 Q1	$2.12M	Buy	8,144 +415	+5%	+$91.8K	0.73%	36
2023 Q4	$1.67M	Buy	+7,729	New	+$1.43M	0.68%	39

Other funds holding PWR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Atlantic Edge Private Wealth Management's PWR Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its Quanta Services (PWR) stake by 9.7% in Q2 2026, selling an estimated $578K and leaving 7,846 shares worth $5.65M. The position accounts for 1.15% of the portfolio, ranked #25.

Atlantic Edge Private Wealth Management first reported a position in PWR in Q4 2023 and has held it in 11 quarters since. 682 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

Atlantic Edge Private Wealth Management held 7,846 shares of Quanta Services worth $5.65M as of Q2 2026.
Atlantic Edge Private Wealth Management sold 845 Quanta Services shares in Q2 2026, an estimated $578K.
Quanta Services made up 1.15% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #25 holding.
Atlantic Edge Private Wealth Management first reported a position in Quanta Services in Q4 2023 and has held it in 11 quarters since.
682 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.