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Heritage Oak Wealth Advisors’s Quanta Services PWR Stock Holding History

Heritage Oak 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 		– Sell
-2,598
Closed -$1.43M – 107
2026
Q1 		$1.43M Buy
+2,598
New +$1.34M 0.45% 24

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 $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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Heritage Oak Wealth Advisors's PWR Position: Q2 2026 in Review

Heritage Oak Wealth Advisors sold out of Quanta Services (PWR) in Q2 2026, closing a stake of 2,598 shares — an estimated $1.43M sold.

Heritage Oak Wealth Advisors first reported a position in PWR in Q1 2026 and held it in 1 quarter. The position peaked at $1.43M in Q1 2026. 564 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Heritage Oak Wealth Advisors reported no remaining Quanta Services position as of Q2 2026 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 2,598 Quanta Services shares in Q2 2026, an estimated $1.43M.
  • Heritage Oak Wealth Advisors first reported a position in Quanta Services in Q1 2026 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Quanta Services position peaked at $1.43M in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.