Steward Partners Investment Advisory’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Steward Partners Investment Advisory’s Portfolio POWR Stock Details POWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.21M	Buy	114,855 +9,235	+9%	+$252K	0.02%	726
2026 Q1	$2.77M	Buy	105,620 +103,717	+5,450%	+$2.63M	0.01%	731
2025 Q4	$44.8K	Buy	1,903 +1,304	+218%	+$32.6K	﹤0.01%	2731
2025 Q3	$15K	Hold	599	–	–	﹤0.01%	3211
2025 Q2	$14.2K	Hold	599	–	–	﹤0.01%	3049
2025 Q1	$14.9K	Hold	599	–	–	﹤0.01%	2933
2024 Q4	$13.7K	Hold	599	–	–	﹤0.01%	2958
2024 Q3	$14.9K	Hold	599	–	–	﹤0.01%	2780
2024 Q2	$15.6K	Hold	599	–	–	﹤0.01%	2621
2024 Q1	$15.9K	Hold	599	–	–	﹤0.01%	2617
2023 Q4	$14.4K	Sell	599 -2,050	-77%	-$50.6K	﹤0.01%	2549
2023 Q3	$68.3K	Hold	2,649	–	–	﹤0.01%	1761
2023 Q2	$61.4K	Buy	2,649 +2,050	+342%	+$47.9K	﹤0.01%	1798
2023 Q1	$14K	Sell	599 -139	-19%	-$3.31K	﹤0.01%	2407
2022 Q4	$17.9K	Buy	738 +139	+23%	+$3.42K	﹤0.01%	2291
2022 Q3	$13K	Hold	599	–	–	﹤0.01%	2413
2022 Q2	$13K	Hold	599	–	–	﹤0.01%	2410
2022 Q1	$14K	Hold	599	–	–	﹤0.01%	2521
2021 Q4	$11K	Hold	599	–	–	﹤0.01%	2556
2021 Q3	$11K	Hold	599	–	–	﹤0.01%	2566
2021 Q2	$10K	Buy	599 +439	+274%	+$7.25K	﹤0.01%	6052
2021 Q1	$2.51K	Buy	+160	New	+$2.41K	﹤0.01%	3182

Other funds holding POWR

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return

Palladiem Bryn Mawr, Pennsylvania $103M AUM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Steward Partners Investment Advisory's POWR Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares U.S. Power Infrastructure ETF (POWR) stake by 8.7% in Q2 2026, buying an estimated $252K and bringing the position to 114,855 shares worth $3.21M. The position accounts for 0.02% of the portfolio, ranked #726.

Steward Partners Investment Advisory first reported a position in POWR in Q1 2021 and has held it in 22 quarters since. 92 funds tracked by Wall St. Rank hold POWR as of Q2 2026.

Steward Partners Investment Advisory held 114,855 shares of iShares U.S. Power Infrastructure ETF worth $3.21M as of Q2 2026.
Steward Partners Investment Advisory bought 9,235 iShares U.S. Power Infrastructure ETF shares in Q2 2026, an estimated $252K.
iShares U.S. Power Infrastructure ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #726 holding.
Steward Partners Investment Advisory first reported a position in iShares U.S. Power Infrastructure ETF in Q1 2021 and has held it in 22 quarters since.
92 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.