Spire Wealth Management
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Spire Wealth Management’s Quanta Services PWR Stock Holding History

Spire 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
Q3 		$15M Sell
23,292
-980
-4% -$632K 0.46% 48
2026
Q2 		$17.5M Sell
24,272
-185
-0.8% -$126K 0.53% 45
2026
Q1 		$13.4M Buy
24,457
+2,536
+12% +$1.31M 0.46% 45
2025
Q4 		$9.25M Sell
21,921
-3,799
-15% -$1.67M 0.31% 67
2025
Q3 		$10.7M Buy
25,720
+25,201
+4,856% +$9.8M 0.36% 59
2025
Q2 		$194 Sell
519
-34,987
-99% -$11.2M ﹤0.01% 2371
2025
Q1 		$9.02M Buy
35,506
+4,290
+14% +$1.24M 0.29% 69
2024
Q4 		$9.9M Sell
31,216
-2,373
-7% -$763K 0.31% 72
2024
Q3 		$10M Buy
33,589
+3,459
+11% +$914K 0.34% 61
2024
Q2 		$7.64M Buy
30,130
+581
+2% +$154K 0.27% 83
2024
Q1 		$20.4M Sell
29,549
-4,790
-14% -$1.06M 0.37% 58
2023
Q4 		$6.95M Buy
34,339
+8,485
+33% +$1.57M 0.23% 92
2023
Q3 		$4.84M Sell
25,854
-18,592
-42% -$3.73M 0.18% 111
2023
Q2 		$8.73M Sell
44,446
-6,463
-13% -$1.13M 0.32% 68
2023
Q1 		$8.48M Buy
50,909
+11,973
+31% +$1.84M 0.33% 63
2022
Q4 		$5.55M Sell
38,936
-1,375
-3% -$195K 0.31% 76
2022
Q3 		$5.14M Sell
40,311
-62,849
-61% -$8.59M 0.31% 77
2022
Q2 		$12.9M Sell
103,160
-40,662
-28% -$4.99M 0.53% 40
2022
Q1 		$18.9M Sell
143,822
-17,702
-11% -$1.97M 0.51% 40
2021
Q4 		$18.5M Buy
161,524
+2,053
+1% +$237K 0.41% 58
2021
Q3 		$18.2M Buy
159,471
+37,565
+31% +$3.77M 0.48% 48
2021
Q2 		$11M Sell
121,906
-280
-0.2% -$26.3K 0.3% 96
2021
Q1 		$10.7M Buy
+122,186
New +$9.7M 0.28% 98

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

Spire Wealth Management's PWR Position: Q3 2026 in Review

Spire Wealth Management reduced its Quanta Services (PWR) stake by 4% in Q3 2026, selling an estimated $632K and leaving 23,292 shares worth $15M. The position accounts for 0.46% of the portfolio, ranked #48.

Spire Wealth Management first reported a position in PWR in Q1 2021 and has held it in 23 quarters since. The position peaked at $20.4M in Q1 2024. 1,232 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

  • Spire Wealth Management held 23,292 shares of Quanta Services worth $15M as of Q3 2026.
  • Spire Wealth Management sold 980 Quanta Services shares in Q3 2026, an estimated $632K.
  • Quanta Services made up 0.46% of Spire Wealth Management's portfolio in Q3 2026, its #48 holding.
  • Spire Wealth Management first reported a position in Quanta Services in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Quanta Services position peaked at $20.4M in Q1 2024.
  • 1,232 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.