Sigma Planning Corp
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Sigma Planning Corp’s Quanta Services PWR Stock Holding History

Sigma Planning Corp’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 		$1.15M Sell
1,787
-2,493
-58% -$1.61M 0.03% 535
2026
Q2 		$3.08M Buy
4,280
+2,127
+99% +$1.45M 0.08% 265
2026
Q1 		$1.18M Sell
2,153
-3,325
-61% -$1.71M 0.03% 506
2025
Q4 		$2.35M Buy
5,478
+402
+8% +$177K 0.06% 296
2025
Q3 		$2.1M Buy
5,076
+1,901
+60% +$739K 0.06% 312
2025
Q2 		$1.2M Buy
3,175
+1,829
+136% +$587K 0.04% 445
2025
Q1 		$342K Buy
1,346
+464
+53% +$134K 0.01% 898
2024
Q4 		$279K Sell
882
-145
-14% -$46.6K 0.01% 958
2024
Q3 		$306K Sell
1,027
-27
-3% -$7.14K 0.01% 944
2024
Q2 		$268K Sell
1,054
-122
-10% -$32.3K 0.01% 968
2024
Q1 		$306K Buy
+1,176
New +$260K 0.01% 952
2022
Q1 		– Sell
-1,762
Closed -$202K – 1467
2021
Q4 		$202K Sell
1,762
-39
-2% -$4.5K 0.01% 1277
2021
Q3 		$205K Buy
+1,801
New +$181K 0.01% 1259
2021
Q2 		– Sell
-52,953
Closed -$4.66M – 1480
2021
Q1 		$4.66M Sell
52,953
-93,409
-64% -$7.44M 0.15% 165
2020
Q4 		$10.5M Buy
+146,362
New +$9.7M 0.36% 56

Other funds holding PWR

Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Washington Trust Advisors
Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Neville Rodie & Shaw
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Sigma Planning Corp's PWR Position: Q3 2026 in Review

Sigma Planning Corp reduced its Quanta Services (PWR) stake by 58% in Q3 2026, selling an estimated $1.61M and leaving 1,787 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #535.

Sigma Planning Corp first reported a position in PWR in Q4 2020 and has held it in 15 quarters since. The position peaked at $10.5M in Q4 2020. 569 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

  • Sigma Planning Corp held 1,787 shares of Quanta Services worth $1.15M as of Q3 2026.
  • Sigma Planning Corp sold 2,493 Quanta Services shares in Q3 2026, an estimated $1.61M.
  • Quanta Services made up 0.03% of Sigma Planning Corp's portfolio in Q3 2026, its #535 holding.
  • Sigma Planning Corp first reported a position in Quanta Services in Q4 2020 and has held it in 15 quarters since.
  • Sigma Planning Corp's Quanta Services position peaked at $10.5M in Q4 2020.
  • 569 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.