CFG
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Cooper Financial Group’s Quanta Services PWR Stock Holding History

Cooper Financial Group’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
Q2 		$1.15M Buy
+1,599
New +$1.09M 0.1% 147
2026
Q1 		– Sell
-1,282
Closed -$541K – 449
2025
Q4 		$541K Buy
1,282
+22
+2% +$9.67K 0.06% 230
2025
Q3 		$522K Buy
1,260
+128
+11% +$49.8K 0.06% 231
2025
Q2 		$428K Buy
+1,132
New +$363K 0.05% 257
2025
Q1 		– Sell
-1,165
Closed -$368K – 404
2024
Q4 		$368K Buy
1,165
+39
+3% +$12.5K 0.04% 273
2024
Q3 		$336K Buy
1,126
+10
+0.9% +$2.64K 0.04% 299
2024
Q2 		$284K Sell
1,116
-250
-18% -$66.2K 0.04% 308
2024
Q1 		$355K Sell
1,366
-408
-23% -$90.3K 0.06% 261
2023
Q4 		$383K Buy
1,774
+300
+20% +$55.4K 0.07% 243
2023
Q3 		$276K Sell
1,474
-46
-3% -$9.22K 0.07% 263
2023
Q2 		$299K Buy
+1,520
New +$265K 0.07% 252
2023
Q1 		– Sell
-2,459
Closed -$350K – 318
2022
Q4 		$350K Buy
2,459
+158
+7% +$22.4K 0.11% 190
2022
Q3 		$293K Buy
2,301
+209
+10% +$28.6K 0.11% 187
2022
Q2 		$262K Buy
2,092
+43
+2% +$5.28K 0.1% 202
2022
Q1 		$270K Buy
+2,049
New +$228K 0.1% 191

Other funds holding PWR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return