Fiduciary Alliance
PWR icon

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
Q3 		$3.51M Sell
5,468
-3,320
-38% -$2.14M 0.26% 99
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

Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Washington Trust Advisors
Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Neville Rodie & Shaw
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fiduciary Alliance's PWR Position: Q3 2026 in Review

Fiduciary Alliance reduced its Quanta Services (PWR) stake by 38% in Q3 2026, selling an estimated $2.14M and leaving 5,468 shares worth $3.51M. The position accounts for 0.26% of the portfolio, ranked #99.

Fiduciary Alliance first reported a position in PWR in Q4 2022 and has held it in 16 quarters since. The position peaked at $10.2M in Q1 2026. 562 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

  • Fiduciary Alliance held 5,468 shares of Quanta Services worth $3.51M as of Q3 2026.
  • Fiduciary Alliance sold 3,320 Quanta Services shares in Q3 2026, an estimated $2.14M.
  • Quanta Services made up 0.26% of Fiduciary Alliance's portfolio in Q3 2026, its #99 holding.
  • Fiduciary Alliance first reported a position in Quanta Services in Q4 2022 and has held it in 16 quarters since.
  • Fiduciary Alliance's Quanta Services position peaked at $10.2M in Q1 2026.
  • 562 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.