GA
PWR icon

GoalVest Advisory’s Quanta Services PWR Stock Holding History

GoalVest Advisory’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 		$327K Buy
454
+2
+0.4% +$1.37K 0.06% 100
2026
Q1 		$248K Hold
452
– – 0.05% 132
2025
Q4 		$191K Buy
452
+37
+9% +$16.3K 0.04% 150
2025
Q3 		$172K Hold
415
– – 0.04% 141
2025
Q2 		$157K Buy
415
+390
+1,560% +$125K 0.04% 148
2025
Q1 		$6.36K Buy
+25
New +$7.22K ﹤0.01% 282
2024
Q2 		– Sell
-75
Closed -$19.5K – 395
2024
Q1 		$19.5K Sell
75
-20
-21% -$4.42K 0.01% 273
2023
Q4 		$20.5K Buy
95
+80
+533% +$14.8K 0.01% 204
2023
Q3 		$2.81K Buy
+15
New +$3.01K ﹤0.01% 398

Other funds holding PWR

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 $19.6B AUM 18.11% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return