Consilium Wealth Advisory
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Consilium Wealth Advisory’s Quanta Services PWR Stock Holding History

Consilium Wealth Advisory’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 		$1.71M Buy
2,656
+28
+1% +$18.1K 0.5% 40
2026
Q2 		$1.89M Sell
2,628
-60
-2% -$41K 0.56% 37
2026
Q1 		$1.48M Buy
2,688
+399
+17% +$205K 0.5% 37
2025
Q4 		$966K Buy
+2,289
New +$1.01M 0.36% 43

Other funds holding PWR

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Consilium Wealth Advisory's PWR Position: Q3 2026 in Review

Consilium Wealth Advisory increased its Quanta Services (PWR) stake by 1.1% in Q3 2026, buying an estimated $18.1K and bringing the position to 2,656 shares worth $1.71M. The position accounts for 0.5% of the portfolio, ranked #40.

Consilium Wealth Advisory first reported a position in PWR in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.89M in Q2 2026. 930 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

  • Consilium Wealth Advisory held 2,656 shares of Quanta Services worth $1.71M as of Q3 2026.
  • Consilium Wealth Advisory bought 28 Quanta Services shares in Q3 2026, an estimated $18.1K.
  • Quanta Services made up 0.5% of Consilium Wealth Advisory's portfolio in Q3 2026, its #40 holding.
  • Consilium Wealth Advisory first reported a position in Quanta Services in Q4 2025 and has held it in 4 quarters since.
  • Consilium Wealth Advisory's Quanta Services position peaked at $1.89M in Q2 2026.
  • 930 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.