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Fiduciary Alliance’s Quanta Services PWR Stock Holding History

Fiduciary Alliance’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 		$6.33M Sell
8,788
-8,506
-49% -$5.81M 0.43% 62
2026
Q1 		$10.2M Sell
17,294
-2,395
-12% -$1.23M 0.62% 43
2025
Q4 		$8.31M Sell
19,689
-1,080
-5% -$475K 0.54% 47
2025
Q3 		$8.61M Buy
20,769
+202
+1% +$78.5K 0.58% 38
2025
Q2 		$7.78M Sell
20,567
-7,338
-26% -$2.36M 0.58% 42
2025
Q1 		$7.09M Buy
27,905
+1,035
+4% +$299K 0.7% 33
2024
Q4 		$8.49M Buy
26,870
+5,643
+27% +$1.82M 0.86% 23
2024
Q3 		$6.33M Buy
21,227
+3,097
+17% +$819K 0.84% 36
2024
Q2 		$4.49M Sell
18,130
-1,997
-10% -$529K 0.73% 39
2024
Q1 		$5.22M Sell
20,127
-3,550
-15% -$785K 0.92% 34
2023
Q4 		$5.11M Sell
23,677
-1,175
-5% -$217K 1.01% 31
2023
Q3 		$4.65M Sell
24,852
-5,076
-17% -$1.02M 1.07% 29
2023
Q2 		$5.88M Sell
29,928
-2,781
-9% -$486K 1.26% 25
2023
Q1 		$5.45M Sell
32,709
-6
-0% -$923 1.37% 25
2022
Q4 		$4.66M Buy
+32,715
New +$4.65M 1.21% 24

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
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return

Fiduciary Alliance's PWR Position: Q2 2026 in Review

Fiduciary Alliance reduced its Quanta Services (PWR) stake by 49% in Q2 2026, selling an estimated $5.81M and leaving 8,788 shares worth $6.33M. The position accounts for 0.43% of the portfolio, ranked #62.

Fiduciary Alliance first reported a position in PWR in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.2M in Q1 2026. 343 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Fiduciary Alliance held 8,788 shares of Quanta Services worth $6.33M as of Q2 2026.
  • Fiduciary Alliance sold 8,506 Quanta Services shares in Q2 2026, an estimated $5.81M.
  • Quanta Services made up 0.43% of Fiduciary Alliance's portfolio in Q2 2026, its #62 holding.
  • Fiduciary Alliance first reported a position in Quanta Services in Q4 2022 and has held it in 15 quarters since.
  • Fiduciary Alliance's Quanta Services position peaked at $10.2M in Q1 2026.
  • 343 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.