Aviso Wealth Management’s Quanta Services PWR Stock Holding History

Aviso 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 Q3	$2.03M	Sell	3,161 -80	-2%	-$51.6K	0.78%	33
2026 Q2	$2.33M	Sell	3,241 -135	-4%	-$92.3K	0.79%	27
2026 Q1	$1.85M	Hold	3,376	–	–	0.84%	34
2025 Q4	$1.42M	Hold	3,376	–	–	0.6%	39
2025 Q3	$1.4M	Sell	3,376 -136	-4%	-$52.9K	0.61%	40
2025 Q2	$1.33M	Hold	3,512	–	–	0.62%	41
2025 Q1	$893K	Hold	3,512	–	–	0.47%	57
2024 Q4	$1.11M	Hold	3,512	–	–	0.57%	48
2024 Q3	$1.05M	Hold	3,512	–	–	0.57%	46
2024 Q2	$892K	Hold	3,512	–	–	0.53%	47
2024 Q1	$912K	Buy	3,512 +1	+0%	+$221	0.58%	47
2023 Q4	$758K	Buy	+3,511	New	+$649K	0.55%	48

Other funds holding PWR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Aviso Wealth Management's PWR Position: Q3 2026 in Review

Aviso Wealth Management reduced its Quanta Services (PWR) stake by 2.5% in Q3 2026, selling an estimated $51.6K and leaving 3,161 shares worth $2.03M. The position accounts for 0.78% of the portfolio, ranked #33.

Aviso Wealth Management first reported a position in PWR in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.33M in Q2 2026. 1,232 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

Aviso Wealth Management held 3,161 shares of Quanta Services worth $2.03M as of Q3 2026.
Aviso Wealth Management sold 80 Quanta Services shares in Q3 2026, an estimated $51.6K.
Quanta Services made up 0.78% of Aviso Wealth Management's portfolio in Q3 2026, its #33 holding.
Aviso Wealth Management first reported a position in Quanta Services in Q4 2023 and has held it in 12 quarters since.
Aviso Wealth Management's Quanta Services position peaked at $2.33M in Q2 2026.
1,232 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.