Root Financial Partners
PWR icon

Root Financial Partners’s Quanta Services PWR Stock Holding History

Root Financial Partners’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 		$245K Sell
382
-32
-8% -$20.6K 0.01% 372
2026
Q2 		$298K Buy
414
+78
+23% +$53.3K 0.01% 288
2026
Q1 		$184K Hold
336
– – 0.01% 352
2025
Q4 		$142K Sell
336
-80
-19% -$35.2K 0.01% 358
2025
Q3 		$172K Buy
+416
New +$162K 0.01% 310

Other funds holding PWR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Root Financial Partners's PWR Position: Q3 2026 in Review

Root Financial Partners reduced its Quanta Services (PWR) stake by 7.7% in Q3 2026, selling an estimated $20.6K and leaving 382 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #372.

Root Financial Partners first reported a position in PWR in Q3 2025 and has held it in 5 quarters since. The position peaked at $298K in Q2 2026. 1,232 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

  • Root Financial Partners held 382 shares of Quanta Services worth $245K as of Q3 2026.
  • Root Financial Partners sold 32 Quanta Services shares in Q3 2026, an estimated $20.6K.
  • Quanta Services made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #372 holding.
  • Root Financial Partners first reported a position in Quanta Services in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Quanta Services position peaked at $298K in Q2 2026.
  • 1,232 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.