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RFG - Bristol Wealth Advisors’s Quanta Services PWR Stock Holding History

RFG - Bristol 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
Q3 		$938K Sell
1,461
-49
-3% -$31.6K 0.22% 80
2026
Q2 		$1.09M Sell
1,510
-25
-2% -$17.1K 0.26% 75
2026
Q1 		$843K Sell
1,535
-125
-8% -$64.4K 0.23% 82
2025
Q4 		$701K Sell
1,660
-20
-1% -$8.79K 0.2% 87
2025
Q3 		$696K Buy
1,680
+1
+0.1% +$389 0.2% 85
2025
Q2 		$635K Sell
1,679
-292
-15% -$93.7K 0.2% 96
2025
Q1 		$501K Buy
1,971
+1
+0.1% +$289 0.17% 106
2024
Q4 		$623K Buy
+1,970
New +$634K 0.2% 89

Other funds holding PWR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AIC
Argus Investors Counsel New York $129M AUM 31.03% 1-Year Est. Return

RFG - Bristol Wealth Advisors's PWR Position: Q3 2026 in Review

RFG - Bristol Wealth Advisors reduced its Quanta Services (PWR) stake by 3.2% in Q3 2026, selling an estimated $31.6K and leaving 1,461 shares worth $938K. The position accounts for 0.22% of the portfolio, ranked #80.

RFG - Bristol Wealth Advisors first reported a position in PWR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.09M in Q2 2026. 90 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

  • RFG - Bristol Wealth Advisors held 1,461 shares of Quanta Services worth $938K as of Q3 2026.
  • RFG - Bristol Wealth Advisors sold 49 Quanta Services shares in Q3 2026, an estimated $31.6K.
  • Quanta Services made up 0.22% of RFG - Bristol Wealth Advisors's portfolio in Q3 2026, its #80 holding.
  • RFG - Bristol Wealth Advisors first reported a position in Quanta Services in Q4 2024 and has held it in 8 quarters since.
  • RFG - Bristol Wealth Advisors's Quanta Services position peaked at $1.09M in Q2 2026.
  • 90 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.