HWA
PWR icon

HCR Wealth Advisors’s Quanta Services PWR Stock Holding History

HCR 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 		$5.67M Buy
7,872
+101
+1% +$69K 0.51% 35
2026
Q1 		$4.27M Sell
7,771
-307
-4% -$158K 0.44% 41
2025
Q4 		$3.41M Sell
8,078
-39
-0.5% -$17.1K 0.34% 47
2025
Q3 		$3.42M Buy
8,117
+566
+7% +$220K 0.35% 47
2025
Q2 		$2.85M Buy
7,551
+760
+11% +$244K 0.34% 53
2025
Q1 		$1.73M Buy
6,791
+683
+11% +$197K 0.22% 69
2024
Q4 		$1.93M Buy
6,108
+425
+7% +$137K 0.24% 66
2024
Q3 		$1.69M Buy
5,683
+1,475
+35% +$390K 0.22% 70
2024
Q2 		$1.07M Buy
4,208
+693
+20% +$184K 0.15% 93
2024
Q1 		$913K Buy
+3,515
New +$778K 0.14% 101

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 $19.6B AUM 18.11% 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
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