Compass Ion Advisors
PWR icon

Compass Ion Advisors’s Quanta Services PWR Stock Holding History

Compass Ion Advisors’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 		$435K Sell
677
-11
-2% -$7.1K 0.04% 203
2026
Q2 		$495K Sell
688
-4
-0.6% -$2.73K 0.04% 191
2026
Q1 		$380K Sell
692
-76
-10% -$39.1K 0.04% 202
2025
Q4 		$324K Hold
768
– – 0.03% 211
2025
Q3 		$318K Hold
768
– – 0.03% 219
2025
Q2 		$290K Buy
+768
New +$247K 0.03% 217

Other funds holding PWR

Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Washington Trust Advisors
Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Neville Rodie & Shaw
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Compass Ion Advisors's PWR Position: Q3 2026 in Review

Compass Ion Advisors reduced its Quanta Services (PWR) stake by 1.6% in Q3 2026, selling an estimated $7.1K and leaving 677 shares worth $435K. The position accounts for 0.04% of the portfolio, ranked #203.

Compass Ion Advisors first reported a position in PWR in Q2 2025 and has held it in 6 quarters since. The position peaked at $495K in Q2 2026. 513 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

  • Compass Ion Advisors held 677 shares of Quanta Services worth $435K as of Q3 2026.
  • Compass Ion Advisors sold 11 Quanta Services shares in Q3 2026, an estimated $7.1K.
  • Quanta Services made up 0.04% of Compass Ion Advisors's portfolio in Q3 2026, its #203 holding.
  • Compass Ion Advisors first reported a position in Quanta Services in Q2 2025 and has held it in 6 quarters since.
  • Compass Ion Advisors's Quanta Services position peaked at $495K in Q2 2026.
  • 513 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Compass Ion Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.