HWA
PWR icon

Heartwood Wealth Advisors’s Quanta Services PWR Stock Holding History

Heartwood 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 		$1.98M Sell
2,754
-49
-2% -$33.5K 0.15% 66
2026
Q1 		$1.54M Hold
2,803
– – 0.13% 73
2025
Q4 		$1.18M Hold
2,803
– – 0.11% 78
2025
Q3 		$1.16M Hold
2,803
– – 0.11% 79
2025
Q2 		$1.06M Sell
2,803
-72
-3% -$23.1K 0.11% 76
2025
Q1 		$731K Hold
2,875
– – 0.08% 87
2024
Q4 		$909K Hold
2,875
– – 0.1% 74
2024
Q3 		$857K Sell
2,875
-100
-3% -$26.4K 0.09% 79
2024
Q2 		$756K Buy
+2,975
New +$788K 0.09% 82

Other funds holding PWR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 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 $20.4B AUM 18.11% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

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

Heartwood Wealth Advisors reduced its Quanta Services (PWR) stake by 1.7% in Q2 2026, selling an estimated $33.5K and leaving 2,754 shares worth $1.98M. The position accounts for 0.15% of the portfolio, ranked #66.

Heartwood Wealth Advisors first reported a position in PWR in Q2 2024 and has held it in 9 quarters since. 667 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Heartwood Wealth Advisors held 2,754 shares of Quanta Services worth $1.98M as of Q2 2026.
  • Heartwood Wealth Advisors sold 49 Quanta Services shares in Q2 2026, an estimated $33.5K.
  • Quanta Services made up 0.15% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • Heartwood Wealth Advisors first reported a position in Quanta Services in Q2 2024 and has held it in 9 quarters since.
  • 667 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.