BFS
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Burr Financial Services’s Quanta Services PWR Stock Holding History

Burr Financial Services’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 		$257K Hold
400
– – 0.16% 24
2026
Q2 		$288K Hold
400
– – 0.18% 22
2026
Q1 		$220K Buy
+400
New +$206K 0.17% 24
2025
Q2 		– Sell
-3,511
Closed -$892K – 33
2025
Q1 		$892K Sell
3,511
-5,651
-62% -$1.63M 0.7% 15
2024
Q4 		$2.9M Sell
9,162
-456
-5% -$147K 1.95% 10
2024
Q3 		$2.87M Sell
9,618
-305
-3% -$80.6K 2.03% 10
2024
Q2 		$2.52M Buy
9,923
+352
+4% +$93.3K 1.76% 12
2024
Q1 		$2.55M Sell
9,571
-202
-2% -$44.7K 1.99% 13
2023
Q4 		$2.62M Buy
+9,773
New +$1.81M 2% 13

Other funds holding PWR

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Burr Financial Services's PWR Position: Q3 2026 in Review

Burr Financial Services held its Quanta Services (PWR) position steady in Q3 2026 at 400 shares worth $257K. The position accounts for 0.16% of the portfolio, ranked #24.

Burr Financial Services first reported a position in PWR in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.9M in Q4 2024. 1,526 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

  • Burr Financial Services held 400 shares of Quanta Services worth $257K as of Q3 2026.
  • Burr Financial Services left its Quanta Services share count unchanged in Q3 2026.
  • Quanta Services made up 0.16% of Burr Financial Services's portfolio in Q3 2026, its #24 holding.
  • Burr Financial Services first reported a position in Quanta Services in Q4 2023 and has held it in 9 quarters since.
  • Burr Financial Services's Quanta Services position peaked at $2.9M in Q4 2024.
  • 1,526 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Burr Financial Services's 13F filing for Q3 2026, filed 8 Oct 2026.