Peterson Wealth Services
PWR icon

Peterson Wealth Services’s Quanta Services PWR Stock Holding History

Peterson Wealth Services’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
Q3 		$9.6K Hold
15
– – ﹤0.01% 182
2026
Q2 		$10.8K Buy
+15
New +$10.3K ﹤0.01% 183
2025
Q3 		– Sell
-2
Closed -$756 – 228
2025
Q2 		$756 Buy
+2
New +$642 ﹤0.01% 214

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Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Washington Trust Advisors
Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return

Peterson Wealth Services's PWR Position: Q3 2026 in Review

Peterson Wealth Services held its Quanta Services (PWR) position steady in Q3 2026 at 15 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #182.

Peterson Wealth Services first reported a position in PWR in Q2 2025 and has held it in 3 quarters since. The position peaked at $10.8K in Q2 2026. 804 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

  • Peterson Wealth Services held 15 shares of Quanta Services worth $9.6K as of Q3 2026.
  • Peterson Wealth Services left its Quanta Services share count unchanged in Q3 2026.
  • Quanta Services made up ﹤0.01% of Peterson Wealth Services's portfolio in Q3 2026, its #182 holding.
  • Peterson Wealth Services first reported a position in Quanta Services in Q2 2025 and has held it in 3 quarters since.
  • Peterson Wealth Services's Quanta Services position peaked at $10.8K in Q2 2026.
  • 804 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.