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Concurrent Investment Advisors’s Quanta Services PWR Stock Holding History

Concurrent Investment 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
2025
Q3 		– Sell
-200
Closed -$75.6K – 1577
2025
Q2 		$75.6K Buy
+200
New +$64.2K ﹤0.01% 1340

Other funds holding PWR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Concurrent Investment Advisors's PWR Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Quanta Services (PWR) stake by 103% in Q2 2026, buying an estimated $4.28M and bringing the position to 12,312 shares worth $8.86M. The position accounts for 0.08% of the portfolio, ranked #286.

Concurrent Investment Advisors first reported a position in PWR in Q4 2023 and has held it in 11 quarters since. 836 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Concurrent Investment Advisors held 12,312 shares of Quanta Services worth $8.86M as of Q2 2026.
  • Concurrent Investment Advisors bought 6,258 Quanta Services shares in Q2 2026, an estimated $4.28M.
  • Quanta Services made up 0.08% of Concurrent Investment Advisors's portfolio in Q2 2026, its #286 holding.
  • Concurrent Investment Advisors first reported a position in Quanta Services in Q4 2023 and has held it in 11 quarters since.
  • 836 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.