AWS
PWR icon

Atria Wealth Solutions’s Quanta Services PWR Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$4.06M Buy
10,710
+2,338
+28% +$751K 0.09% 251
2025
Q1 		$2.13M Sell
8,372
-3,556
-30% -$1.03M 0.03% 610
2024
Q4 		$3.77M Sell
11,928
-3,297
-22% -$1.06M 0.04% 431
2024
Q3 		$4.54M Sell
15,225
-2,314
-13% -$612K 0.05% 375
2024
Q2 		$4.46M Sell
17,539
-132
-0.7% -$35K 0.05% 365
2024
Q1 		$4.59M Buy
17,671
+887
+5% +$196K 0.05% 360
2023
Q4 		$3.62M Sell
16,784
-196
-1% -$36.2K 0.05% 400
2023
Q3 		$3.18M Sell
16,980
-484
-3% -$97.1K 0.04% 419
2023
Q2 		$3.43M Sell
17,464
-3,042
-15% -$531K 0.05% 390
2023
Q1 		$3.42M Buy
20,506
+4,179
+26% +$643K 0.05% 370
2022
Q4 		$2.33M Buy
16,327
+1,837
+13% +$261K 0.04% 457
2022
Q3 		$1.85M Buy
14,490
+477
+3% +$65.2K 0.03% 512
2022
Q2 		$1.76M Buy
14,013
+5,582
+66% +$685K 0.03% 492
2022
Q1 		$1.11M Buy
+8,431
New +$937K 0.02% 691

Other funds holding PWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's PWR Position: Q2 2025 in Review

Atria Wealth Solutions increased its Quanta Services (PWR) stake by 28% in Q2 2025, buying an estimated $751K and bringing the position to 10,710 shares worth $4.06M. The position accounts for 0.09% of the portfolio, ranked #251.

Atria Wealth Solutions first reported a position in PWR in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.59M in Q1 2024. 1,393 funds tracked by Wall St. Rank hold PWR as of Q2 2025.

  • Atria Wealth Solutions held 10,710 shares of Quanta Services worth $4.06M as of Q2 2025.
  • Atria Wealth Solutions bought 2,338 Quanta Services shares in Q2 2025, an estimated $751K.
  • Quanta Services made up 0.09% of Atria Wealth Solutions's portfolio in Q2 2025, its #251 holding.
  • Atria Wealth Solutions first reported a position in Quanta Services in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Quanta Services position peaked at $4.59M in Q1 2024.
  • 1,393 funds tracked by Wall St. Rank held Quanta Services as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.