Atwood & Palmer’s Quanta Services PWR Stock Holding History

Atwood & Palmer’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	$102K	Sell	158 -20	-11%	-$12.9K	0.01%	207
2026 Q2	$128K	Hold	178	–	–	0.01%	187
2026 Q1	$97.7K	Hold	178	–	–	0.01%	197
2025 Q4	$75.1K	Hold	178	–	–	﹤0.01%	208
2025 Q3	$73.8K	Hold	178	–	–	﹤0.01%	215
2025 Q2	$67.3K	Hold	178	–	–	﹤0.01%	221
2025 Q1	$45.2K	Hold	178	–	–	﹤0.01%	227
2024 Q4	$56.3K	Hold	178	–	–	﹤0.01%	216
2024 Q3	$53.1K	Hold	178	–	–	﹤0.01%	223
2024 Q2	$45.2K	Hold	178	–	–	﹤0.01%	231
2024 Q1	$46.2K	Hold	178	–	–	﹤0.01%	214
2023 Q4	$38.4K	Hold	178	–	–	﹤0.01%	237
2023 Q3	$33.3K	Buy	178 +33	+23%	+$6.62K	﹤0.01%	234
2023 Q2	$28.5K	Hold	145	–	–	﹤0.01%	251
2023 Q1	$24.2K	Hold	145	–	–	﹤0.01%	254
2022 Q4	$20.7K	Hold	145	–	–	﹤0.01%	278
2022 Q3	$18K	Sell	145 -125	-46%	-$17.1K	﹤0.01%	273
2022 Q2	$34K	Buy	270 +145	+116%	+$17.8K	﹤0.01%	244
2022 Q1	$16K	Hold	125	–	–	﹤0.01%	339
2021 Q4	$14K	Buy	+125	New	+$14.4K	﹤0.01%	349

Other funds holding PWR

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AIC

Argus Investors Counsel New York $129M AUM 31.03% 1-Year Est. Return

Atwood & Palmer's PWR Position: Q3 2026 in Review

Atwood & Palmer reduced its Quanta Services (PWR) stake by 11% in Q3 2026, selling an estimated $12.9K and leaving 158 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #207.

Atwood & Palmer first reported a position in PWR in Q4 2021 and has held it in 20 quarters since. The position peaked at $128K in Q2 2026. 90 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

Atwood & Palmer held 158 shares of Quanta Services worth $102K as of Q3 2026.
Atwood & Palmer sold 20 Quanta Services shares in Q3 2026, an estimated $12.9K.
Quanta Services made up 0.01% of Atwood & Palmer's portfolio in Q3 2026, its #207 holding.
Atwood & Palmer first reported a position in Quanta Services in Q4 2021 and has held it in 20 quarters since.
Atwood & Palmer's Quanta Services position peaked at $128K in Q2 2026.
90 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.