Gratus Wealth Advisors’s Quanta Services PWR Stock Holding History

Gratus Wealth Advisors’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	$3.24M	Sell	4,506 -10	-0.2%	-$6.83K	0.41%	27
2026 Q1	$2.48M	Sell	4,516 -669	-13%	-$345K	0.36%	29
2025 Q4	$2.19M	Buy	5,185 +128	+3%	+$56.2K	0.3%	29
2025 Q3	$2.1M	Sell	5,057 -27	-0.5%	-$10.5K	0.3%	32
2025 Q2	$1.92M	Sell	5,084 -34	-0.7%	-$10.9K	0.29%	31
2025 Q1	$1.3M	Buy	5,118 +5	+0.1%	+$1.45K	0.21%	44
2024 Q4	$1.62M	Sell	5,113 -9	-0.2%	-$2.9K	0.26%	38
2024 Q3	$1.58M	Buy	5,122 +26	+0.5%	+$6.87K	0.26%	42
2024 Q2	$1.32M	Buy	5,096 +84	+2%	+$22.3K	0.23%	42
2024 Q1	$1.23M	Sell	5,012 -8	-0.2%	-$1.77K	0.23%	45
2023 Q4	$1.08M	Buy	+5,020	New	+$928K	0.21%	50

Other funds holding PWR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Gratus Wealth Advisors's PWR Position: Q2 2026 in Review

Gratus Wealth Advisors reduced its Quanta Services (PWR) stake by 0.22% in Q2 2026, selling an estimated $6.83K and leaving 4,506 shares worth $3.24M. The position accounts for 0.41% of the portfolio, ranked #27.

Gratus Wealth Advisors first reported a position in PWR in Q4 2023 and has held it in 11 quarters since. 782 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

Gratus Wealth Advisors held 4,506 shares of Quanta Services worth $3.24M as of Q2 2026.
Gratus Wealth Advisors sold 10 Quanta Services shares in Q2 2026, an estimated $6.83K.
Quanta Services made up 0.41% of Gratus Wealth Advisors's portfolio in Q2 2026, its #27 holding.
Gratus Wealth Advisors first reported a position in Quanta Services in Q4 2023 and has held it in 11 quarters since.
782 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.