Richardson Financial Services’s Quanta Services PWR Stock Holding History

Richardson Financial 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 Q2	$508K	Hold	706	–	–	0.29%	79
2026 Q1	$388K	Hold	706	–	–	0.24%	102
2025 Q4	$298K	Buy	+706	New	+$310K	0.1%	128
2025 Q3	–	Sell	-2,190	Closed	-$815K	–	567
2025 Q2	$815K	Buy	2,190 +5	+0.2%	+$1.6K	0.55%	44
2025 Q1	$555K	Hold	2,185	–	–	0.42%	67
2024 Q4	$697K	Sell	2,185 -794	-27%	-$255K	0.49%	53
2024 Q3	$757K	Hold	2,979	–	–	0.48%	55
2024 Q2	$757K	Sell	2,979 -385	-11%	-$102K	0.55%	49
2024 Q1	$874K	Buy	3,364 +475	+16%	+$105K	0.62%	46
2023 Q4	$623K	Buy	+2,889	New	+$534K	0.55%	53

Other funds holding PWR

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Richardson Financial Services's PWR Position: Q2 2026 in Review

Richardson Financial Services held its Quanta Services (PWR) position steady in Q2 2026 at 706 shares worth $508K. The position accounts for 0.29% of the portfolio, ranked #79.

Richardson Financial Services first reported a position in PWR in Q4 2023 and has held it in 10 quarters since. The position peaked at $874K in Q1 2024. 1,460 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

Richardson Financial Services held 706 shares of Quanta Services worth $508K as of Q2 2026.
Richardson Financial Services left its Quanta Services share count unchanged in Q2 2026.
Quanta Services made up 0.29% of Richardson Financial Services's portfolio in Q2 2026, its #79 holding.
Richardson Financial Services first reported a position in Quanta Services in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's Quanta Services position peaked at $874K in Q1 2024.
1,460 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.