GBFG
PWR icon

Gerald Baker Financial Group’s Quanta Services PWR Stock Holding History

Gerald Baker 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
Q3 		$478K Buy
744
+24
+3% +$15.5K 0.14% 89
2026
Q2 		$519K Hold
720
– – 0.15% 84
2026
Q1 		$395K Buy
+720
New +$371K 0.13% 90

Other funds holding PWR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Gerald Baker Financial Group's PWR Position: Q3 2026 in Review

Gerald Baker Financial Group increased its Quanta Services (PWR) stake by 3.3% in Q3 2026, buying an estimated $15.5K and bringing the position to 744 shares worth $478K. The position accounts for 0.14% of the portfolio, ranked #89.

Gerald Baker Financial Group first reported a position in PWR in Q1 2026 and has held it in 3 quarters since. The position peaked at $519K in Q2 2026. 83 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

  • Gerald Baker Financial Group held 744 shares of Quanta Services worth $478K as of Q3 2026.
  • Gerald Baker Financial Group bought 24 Quanta Services shares in Q3 2026, an estimated $15.5K.
  • Quanta Services made up 0.14% of Gerald Baker Financial Group's portfolio in Q3 2026, its #89 holding.
  • Gerald Baker Financial Group first reported a position in Quanta Services in Q1 2026 and has held it in 3 quarters since.
  • Gerald Baker Financial Group's Quanta Services position peaked at $519K in Q2 2026.
  • 83 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Gerald Baker Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.