AWE
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Avidian Wealth Enterprises’s Quanta Services PWR Stock Holding History

Avidian Wealth Enterprises’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 		$553K Buy
861
+140
+19% +$90.3K 0.02% 453
2026
Q2 		$519K Buy
721
+61
+9% +$41.7K 0.01% 468
2026
Q1 		$362K Buy
660
+133
+25% +$68.5K 0.01% 505
2025
Q4 		$223K Buy
+527
New +$232K 0.01% 537

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

Avidian Wealth Enterprises's PWR Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Quanta Services (PWR) stake by 19% in Q3 2026, buying an estimated $90.3K and bringing the position to 861 shares worth $553K. The position accounts for 0.02% of the portfolio, ranked #453.

Avidian Wealth Enterprises first reported a position in PWR in Q4 2025 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

  • Avidian Wealth Enterprises held 861 shares of Quanta Services worth $553K as of Q3 2026.
  • Avidian Wealth Enterprises bought 140 Quanta Services shares in Q3 2026, an estimated $90.3K.
  • Quanta Services made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #453 holding.
  • Avidian Wealth Enterprises first reported a position in Quanta Services in Q4 2025 and has held it in 4 quarters since.
  • 90 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.