Segment Wealth Management’s Quanta Services PWR Stock Holding History

Segment Wealth Management’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	$8.8M	Buy	12,216 +117	+1%	+$80K	0.46%	60
2026 Q1	$6.64M	Sell	12,099 -1,535	-11%	-$791K	0.39%	65
2025 Q4	$5.75M	Sell	13,634 -8,378	-38%	-$3.68M	0.33%	69
2025 Q3	$9.12M	Buy	22,012 +26	+0.1%	+$10.1K	0.55%	58
2025 Q2	$8.31M	Buy	21,986 +624	+3%	+$200K	0.53%	59
2025 Q1	$5.43M	Buy	21,362 +1,460	+7%	+$422K	0.37%	69
2024 Q4	$6.29M	Sell	19,902 -40,940	-67%	-$13.2M	0.43%	67
2024 Q3	$18.1M	Buy	60,842 +41,880	+221%	+$11.1M	1.25%	20
2024 Q2	$4.82M	Buy	18,962 +1,260	+7%	+$334K	0.36%	69
2024 Q1	$4.6M	Buy	17,702 +1,505	+9%	+$333K	0.35%	72
2023 Q4	$3.5M	Buy	16,197 +1,540	+11%	+$285K	0.31%	74
2023 Q3	$2.74M	Buy	14,657 +1,120	+8%	+$225K	0.28%	77
2023 Q2	$2.66M	Buy	13,537 +297	+2%	+$51.9K	0.27%	81
2023 Q1	$2.21M	Hold	13,240	–	–	0.25%	78
2022 Q4	$1.89M	Buy	13,240 +300	+2%	+$42.6K	0.22%	84
2022 Q3	$1.65M	Buy	12,940 +4,315	+50%	+$590K	0.21%	83
2022 Q2	$1.08M	Hold	8,625	–	–	0.14%	96
2022 Q1	$1.14M	Hold	8,625	–	–	0.12%	109
2021 Q4	$989K	Hold	8,625	–	–	0.1%	121
2021 Q3	$982K	Hold	8,625	–	–	0.12%	116
2021 Q2	$781K	Sell	8,625 -1,000	-10%	-$93.9K	0.09%	132
2021 Q1	$847K	Sell	9,625 -2,000	-17%	-$159K	0.11%	118
2020 Q4	$837K	Sell	11,625 -11,900	-51%	-$785K	0.12%	115
2020 Q3	$1.24M	Sell	23,525 -2,000	-8%	-$93K	0.2%	91
2020 Q2	$1M	Hold	25,525	–	–	0.19%	95
2020 Q1	$810K	Hold	25,525	–	–	0.18%	92
2019 Q4	$1.04M	Hold	25,525	–	–	0.18%	102
2019 Q3	$965K	Hold	25,525	–	–	0.19%	99
2019 Q2	$975K	Hold	25,525	–	–	0.2%	98
2019 Q1	$963K	Hold	25,525	–	–	0.2%	98
2018 Q4	$768K	Sell	25,525 -3,712	-13%	-$120K	0.19%	95
2018 Q3	$976K	Sell	29,237 -6,114	-17%	-$208K	0.21%	99
2018 Q2	$1.18M	Hold	35,351	–	–	0.28%	93
2018 Q1	$1.21M	Sell	35,351 -295	-0.8%	-$10.7K	0.3%	89
2017 Q4	$1.4M	Buy	35,646 +295	+0.8%	+$11.1K	0.34%	86
2017 Q3	$1.32M	Hold	35,351	–	–	0.35%	84
2017 Q2	$1.16M	Hold	35,351	–	–	0.32%	89
2017 Q1	$1.31M	Hold	35,351	–	–	0.43%	74
2016 Q4	$1.23M	Hold	35,351	–	–	0.45%	69
2016 Q3	$989K	Hold	35,351	–	–	0.39%	73
2016 Q2	$817K	Hold	35,351	–	–	0.34%	71
2016 Q1	$798K	Hold	35,351	–	–	0.3%	74
2015 Q4	$716K	Hold	35,351	–	–	0.27%	78
2015 Q3	$856K	Hold	35,351	–	–	0.33%	75
2015 Q2	$1.02M	Buy	35,351 +1,137	+3%	+$33.2K	0.35%	73
2015 Q1	$976K	Hold	34,214	–	–	0.33%	73
2014 Q4	$971K	Hold	34,214	–	–	0.37%	70
2014 Q3	$1.24M	Hold	34,214	–	–	0.47%	65
2014 Q2	$1.18M	Buy	34,214 +1,386	+4%	+$48K	0.46%	67
2014 Q1	$1.21M	Buy	32,828 +2,012	+7%	+$67.2K	0.56%	61
2013 Q4	$973K	Hold	30,816	–	–	0.48%	65
2013 Q3	$848K	Hold	30,816	–	–	0.46%	63
2013 Q2	$815K	Buy	+30,816	New	+$855K	0.49%	60

Other funds holding PWR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

AAM

AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Segment Wealth Management's PWR Position: Q2 2026 in Review

Segment Wealth Management increased its Quanta Services (PWR) stake by 0.97% in Q2 2026, buying an estimated $80K and bringing the position to 12,216 shares worth $8.8M. The position accounts for 0.46% of the portfolio, ranked #60.

Segment Wealth Management first reported a position in PWR in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.1M in Q3 2024. 392 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

Segment Wealth Management held 12,216 shares of Quanta Services worth $8.8M as of Q2 2026.
Segment Wealth Management bought 117 Quanta Services shares in Q2 2026, an estimated $80K.
Quanta Services made up 0.46% of Segment Wealth Management's portfolio in Q2 2026, its #60 holding.
Segment Wealth Management first reported a position in Quanta Services in Q2 2013 and has held it in 53 quarters since.
Segment Wealth Management's Quanta Services position peaked at $18.1M in Q3 2024.
392 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.