SageView Advisory Group’s Quanta Services PWR Stock Holding History

SageView Advisory 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
2025 Q4	$2.86M	Sell	6,771 -2,208	-25%	-$970K	0.1%	122
2025 Q3	$3.72M	Sell	8,979 -246	-3%	-$95.6K	0.13%	106
2025 Q2	$3.8M	Sell	9,225 -299	-3%	-$96K	0.14%	85
2025 Q1	$2.42M	Sell	9,524 -738	-7%	-$213K	0.1%	111
2024 Q4	$3.24M	Sell	10,262 -134	-1%	-$43.1K	0.14%	82
2024 Q3	$3.1M	Sell	10,396 -1,993	-16%	-$527K	0.16%	81
2024 Q2	$3.15M	Buy	+12,389	New	+$3.28M	0.15%	87
2024 Q1	–	Sell	-11,069	Closed	-$2.18M	–	736
2023 Q4	$2.18M	Buy	+11,069	New	+$2.05M	0.09%	131
2023 Q3	–	Sell	-4,587	Closed	-$901K	–	545
2023 Q2	$901K	Buy	4,587 +15	+0.3%	+$2.62K	0.05%	241
2023 Q1	$762K	Buy	+4,572	New	+$703K	0.05%	249

Other funds holding PWR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SageView Advisory Group's PWR Position: Q4 2025 in Review

SageView Advisory Group reduced its Quanta Services (PWR) stake by 25% in Q4 2025, selling an estimated $970K and leaving 6,771 shares worth $2.86M. The position accounts for 0.1% of the portfolio, ranked #122.

SageView Advisory Group first reported a position in PWR in Q1 2023 and has held it in 10 quarters since. The position peaked at $3.8M in Q2 2025. 1,617 funds tracked by Wall St. Rank hold PWR as of Q4 2025.

SageView Advisory Group held 6,771 shares of Quanta Services worth $2.86M as of Q4 2025.
SageView Advisory Group sold 2,208 Quanta Services shares in Q4 2025, an estimated $970K.
Quanta Services made up 0.1% of SageView Advisory Group's portfolio in Q4 2025, its #122 holding.
SageView Advisory Group first reported a position in Quanta Services in Q1 2023 and has held it in 10 quarters since.
SageView Advisory Group's Quanta Services position peaked at $3.8M in Q2 2025.
1,617 funds tracked by Wall St. Rank held Quanta Services as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.