Cooper Financial Group
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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
Q3 		$957K Sell
1,489
-110
-7% -$71K 0.08% 174
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% +$9.7K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cooper Financial Group's PWR Position: Q3 2026 in Review

Cooper Financial Group reduced its Quanta Services (PWR) stake by 6.9% in Q3 2026, selling an estimated $71K and leaving 1,489 shares worth $957K. The position accounts for 0.08% of the portfolio, ranked #174.

Cooper Financial Group first reported a position in PWR in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.15M in Q2 2026. 1,137 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

  • Cooper Financial Group held 1,489 shares of Quanta Services worth $957K as of Q3 2026.
  • Cooper Financial Group sold 110 Quanta Services shares in Q3 2026, an estimated $71K.
  • Quanta Services made up 0.08% of Cooper Financial Group's portfolio in Q3 2026, its #174 holding.
  • Cooper Financial Group first reported a position in Quanta Services in Q1 2022 and has held it in 16 quarters since.
  • Cooper Financial Group's Quanta Services position peaked at $1.15M in Q2 2026.
  • 1,137 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.