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
2026 Q2	$2.59M	Sell	3,597 -104	-3%	-$71.1K	0.08%	132
2026 Q1	$2.03M	Sell	3,701 -3,070	-45%	-$1.58M	0.07%	135
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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's PWR Position: Q2 2026 in Review

SageView Advisory Group reduced its Quanta Services (PWR) stake by 2.8% in Q2 2026, selling an estimated $71.1K and leaving 3,597 shares worth $2.59M. The position accounts for 0.08% of the portfolio, ranked #132.

SageView Advisory Group first reported a position in PWR in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.8M in Q2 2025. 1,940 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

SageView Advisory Group held 3,597 shares of Quanta Services worth $2.59M as of Q2 2026.
SageView Advisory Group sold 104 Quanta Services shares in Q2 2026, an estimated $71.1K.
Quanta Services made up 0.08% of SageView Advisory Group's portfolio in Q2 2026, its #132 holding.
SageView Advisory Group first reported a position in Quanta Services in Q1 2023 and has held it in 12 quarters since.
SageView Advisory Group's Quanta Services position peaked at $3.8M in Q2 2025.
1,940 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.