Equitable Trust’s Quanta Services PWR Stock Holding History

Equitable Trust’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	$321K	Buy	499 +10	+2%	+$6.45K	0.01%	377
2026 Q2	$352K	Sell	489 -200	-29%	-$137K	0.01%	366
2026 Q1	$378K	Buy	689 +43	+7%	+$22.1K	0.02%	368
2025 Q4	$273K	Hold	646	–	–	0.01%	399
2025 Q3	$268K	Hold	646	–	–	0.01%	398
2025 Q2	$244K	Buy	+646	New	+$207K	0.01%	407
2025 Q1	–	Sell	-653	Closed	-$206K	–	483
2024 Q4	$206K	Buy	+653	New	+$210K	0.01%	462

Other funds holding PWR

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return

Equitable Trust's PWR Position: Q3 2026 in Review

Equitable Trust increased its Quanta Services (PWR) stake by 2% in Q3 2026, buying an estimated $6.45K and bringing the position to 499 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #377.

Equitable Trust first reported a position in PWR in Q4 2024 and has held it in 7 quarters since. The position peaked at $378K in Q1 2026. 318 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

Equitable Trust held 499 shares of Quanta Services worth $321K as of Q3 2026.
Equitable Trust bought 10 Quanta Services shares in Q3 2026, an estimated $6.45K.
Quanta Services made up 0.01% of Equitable Trust's portfolio in Q3 2026, its #377 holding.
Equitable Trust first reported a position in Quanta Services in Q4 2024 and has held it in 7 quarters since.
Equitable Trust's Quanta Services position peaked at $378K in Q1 2026.
318 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.