DADC
POWR

D.A. Davidson & Co’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

D.A. Davidson & Co’s Portfolio POWR Stock Details POWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$235K Sell
8,402
-256
-3% -$7K ﹤0.01% 1475
2026
Q1 		$227K Sell
8,658
-48
-0.6% -$1.22K ﹤0.01% 1450
2025
Q4 		$205K Buy
8,706
+268
+3% +$6.71K ﹤0.01% 1451
2025
Q3 		$212K Sell
8,438
-564
-6% -$13.9K ﹤0.01% 1435
2025
Q2 		$213K Sell
9,002
-435
-5% -$9.97K ﹤0.01% 1340
2025
Q1 		$235K Sell
9,437
-3,019
-24% -$71.9K ﹤0.01% 1271
2024
Q4 		$284K Sell
12,456
-1,792
-13% -$44.2K ﹤0.01% 1219
2024
Q3 		$353K Sell
14,248
-1,199
-8% -$30.3K ﹤0.01% 1134
2024
Q2 		$401K Sell
15,447
-49,488
-76% -$1.32M ﹤0.01% 1066
2024
Q1 		$1.72M Sell
64,935
-2,524
-4% -$61.9K 0.02% 571
2023
Q4 		$1.63M Sell
67,459
-3,408
-5% -$84.1K 0.02% 558
2023
Q3 		$1.83M Buy
70,867
+5,273
+8% +$130K 0.02% 500
2023
Q2 		$1.52M Buy
65,594
+5,953
+10% +$139K 0.02% 567
2023
Q1 		$1.39M Sell
59,641
-132
-0.2% -$3.14K 0.02% 558
2022
Q4 		$1.45M Buy
59,773
+2,018
+3% +$49.6K 0.02% 526
2022
Q3 		$1.23M Buy
+57,755
New +$1.28M 0.02% 537

Other funds holding POWR

PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
LWM
Lionsbridge Wealth Management Jacksonville Beach, Florida $102M AUM 28.57% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

D.A. Davidson & Co's POWR Position: Q2 2026 in Review

D.A. Davidson & Co reduced its iShares U.S. Power Infrastructure ETF (POWR) stake by 3% in Q2 2026, selling an estimated $7K and leaving 8,402 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

D.A. Davidson & Co first reported a position in POWR in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.83M in Q3 2023. 47 funds tracked by Wall St. Rank hold POWR as of Q2 2026.

  • D.A. Davidson & Co held 8,402 shares of iShares U.S. Power Infrastructure ETF worth $235K as of Q2 2026.
  • D.A. Davidson & Co sold 256 iShares U.S. Power Infrastructure ETF shares in Q2 2026, an estimated $7K.
  • iShares U.S. Power Infrastructure ETF made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1475 holding.
  • D.A. Davidson & Co first reported a position in iShares U.S. Power Infrastructure ETF in Q3 2022 and has held it in 16 quarters since.
  • D.A. Davidson & Co's iShares U.S. Power Infrastructure ETF position peaked at $1.83M in Q3 2023.
  • 47 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.