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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
Q1 		$520K Buy
+947
New +$488K 0.03% 159

Other funds holding PWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Oxford Financial Group's PWR Position: Q1 2026 in Review

Oxford Financial Group opened a new position in Quanta Services (PWR) in Q1 2026: 947 shares worth $520K. The stake represents 0.03% of the portfolio and ranks #159 among its holdings.

1,734 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Oxford Financial Group held 947 shares of Quanta Services worth $520K as of Q1 2026.
  • Quanta Services was a new Oxford Financial Group position in Q1 2026.
  • Quanta Services made up 0.03% of Oxford Financial Group's portfolio in Q1 2026, its #159 holding.
  • 1,734 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.