Exencial Wealth Advisors’s Quanta Services PWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.77M Sell
3,219
-60
-2% -$30.9K 0.05% 235
2025
Q4
$1.38M Buy
3,279
+2,564
+359% +$1.13M 0.04% 257
2025
Q3
$296K Buy
715
+7
+1% +$2.72K 0.01% 452
2025
Q2
$268K Buy
+708
New +$227K 0.01% 446
2025
Q1
Sell
-683
Closed -$216K 514
2024
Q4
$216K Buy
+683
New +$220K 0.01% 483

Other funds holding PWR

Exencial Wealth Advisors's PWR Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Quanta Services (PWR) stake by 1.8% in Q1 2026, selling an estimated $30.9K and leaving 3,219 shares worth $1.77M. The position accounts for 0.05% of the portfolio, ranked #235.

Exencial Wealth Advisors first reported a position in PWR in Q4 2024 and has held it in 5 quarters since. 1,745 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Exencial Wealth Advisors held 3,219 shares of Quanta Services worth $1.77M as of Q1 2026.
  • Exencial Wealth Advisors sold 60 Quanta Services shares in Q1 2026, an estimated $30.9K.
  • Quanta Services made up 0.05% of Exencial Wealth Advisors's portfolio in Q1 2026, its #235 holding.
  • Exencial Wealth Advisors first reported a position in Quanta Services in Q4 2024 and has held it in 5 quarters since.
  • 1,745 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.