Oxford Financial Group’s Quanta Services PWR Stock Holding History

Oxford Financial Group’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	$682K	Hold	947	–	–	0.03%	139
2026 Q1	$520K	Buy	+947	New	+$488K	0.03%	159

Other funds holding PWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oxford Financial Group's PWR Position: Q2 2026 in Review

Oxford Financial Group held its Quanta Services (PWR) position steady in Q2 2026 at 947 shares worth $682K. The position accounts for 0.03% of the portfolio, ranked #139.

Oxford Financial Group first reported a position in PWR in Q1 2026 and has held it in 2 quarters since. 1,940 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

Oxford Financial Group held 947 shares of Quanta Services worth $682K as of Q2 2026.
Oxford Financial Group left its Quanta Services share count unchanged in Q2 2026.
Quanta Services made up 0.03% of Oxford Financial Group's portfolio in Q2 2026, its #139 holding.
Oxford Financial Group first reported a position in Quanta Services in Q1 2026 and has held it in 2 quarters since.
1,940 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.