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Capital Advisors Wealth Management’s Quanta Services PWR Stock Holding History

Capital Advisors 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 		$2.47M Buy
3,849
+61
+2% +$39.3K 0.28% 62
2026
Q2 		$2.73M Buy
3,788
+1,337
+55% +$914K 0.32% 61
2026
Q1 		$1.35M Buy
2,451
+126
+5% +$64.9K 0.18% 78
2025
Q4 		$981K Buy
2,325
+334
+17% +$147K 0.13% 88
2025
Q3 		$825K Buy
1,991
+33
+2% +$12.8K 0.12% 91
2025
Q2 		$740K Buy
1,958
+118
+6% +$37.9K 0.12% 93
2025
Q1 		$468K Buy
1,840
+503
+38% +$145K 0.08% 108
2024
Q4 		$422K Buy
1,337
+274
+26% +$88.1K 0.08% 107
2024
Q3 		$317K Buy
1,063
+79
+8% +$20.9K 0.06% 128
2024
Q2 		$250K Buy
+984
New +$261K 0.05% 130

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

Capital Advisors Wealth Management's PWR Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Quanta Services (PWR) stake by 1.6% in Q3 2026, buying an estimated $39.3K and bringing the position to 3,849 shares worth $2.47M. The position accounts for 0.28% of the portfolio, ranked #62.

Capital Advisors Wealth Management first reported a position in PWR in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.73M in Q2 2026. 90 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

  • Capital Advisors Wealth Management held 3,849 shares of Quanta Services worth $2.47M as of Q3 2026.
  • Capital Advisors Wealth Management bought 61 Quanta Services shares in Q3 2026, an estimated $39.3K.
  • Quanta Services made up 0.28% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #62 holding.
  • Capital Advisors Wealth Management first reported a position in Quanta Services in Q2 2024 and has held it in 10 quarters since.
  • Capital Advisors Wealth Management's Quanta Services position peaked at $2.73M in Q2 2026.
  • 90 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.