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Everhart Financial Group’s Quanta Services PWR Stock Holding History

Everhart 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 		$3.68M Sell
5,109
-685
-12% -$468K 0.24% 50
2026
Q1 		$3.18M Buy
5,794
+294
+5% +$151K 0.27% 53
2025
Q4 		$2.32M Buy
5,500
+502
+10% +$221K 0.22% 59
2025
Q3 		$2.07M Buy
4,998
+398
+9% +$155K 0.21% 56
2025
Q2 		$1.74M Buy
4,600
+433
+10% +$139K 0.2% 69
2025
Q1 		$1.06M Sell
4,167
-98
-2% -$28.3K 0.14% 102
2024
Q4 		$1.35M Buy
4,265
+125
+3% +$40.2K 0.28% 66
2024
Q3 		$1.23M Buy
4,140
+522
+14% +$138K 0.27% 71
2024
Q2 		$919K Buy
3,618
+338
+10% +$89.6K 0.24% 84
2024
Q1 		$852K Buy
3,280
+575
+21% +$127K 0.25% 81
2023
Q4 		$584K Sell
2,705
-92
-3% -$17K 0.21% 98
2023
Q3 		$523K Buy
2,797
+161
+6% +$32.3K 0.22% 91
2023
Q2 		$518K Buy
2,636
+289
+12% +$50.5K 0.21% 92
2023
Q1 		$391K Buy
2,347
+261
+13% +$40.1K 0.18% 107
2022
Q4 		$297K Sell
2,086
-96
-4% -$13.6K 0.15% 121
2022
Q3 		$278K Buy
2,182
+403
+23% +$55.1K 0.15% 135
2022
Q2 		$223K Buy
+1,779
New +$218K 0.14% 158

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 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

Everhart Financial Group's PWR Position: Q2 2026 in Review

Everhart Financial Group reduced its Quanta Services (PWR) stake by 12% in Q2 2026, selling an estimated $468K and leaving 5,109 shares worth $3.68M. The position accounts for 0.24% of the portfolio, ranked #50.

Everhart Financial Group first reported a position in PWR in Q2 2022 and has held it in 17 quarters since. 293 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Everhart Financial Group held 5,109 shares of Quanta Services worth $3.68M as of Q2 2026.
  • Everhart Financial Group sold 685 Quanta Services shares in Q2 2026, an estimated $468K.
  • Quanta Services made up 0.24% of Everhart Financial Group's portfolio in Q2 2026, its #50 holding.
  • Everhart Financial Group first reported a position in Quanta Services in Q2 2022 and has held it in 17 quarters since.
  • 293 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.