Sun Financial’s Quanta Services PWR Stock Holding History

Sun Financial’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 Q1	$2.23M	Sell	2,856 -116	-4%	-$59.7K	1.12%	22
2025 Q4	$1.25M	Buy	+2,972	New	+$1.31M	0.7%	47

Other funds holding PWR

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sun Financial's PWR Position: Q1 2026 in Review

Sun Financial reduced its Quanta Services (PWR) stake by 3.9% in Q1 2026, selling an estimated $59.7K and leaving 2,856 shares worth $2.23M. The position accounts for 1.12% of the portfolio, ranked #22.

Sun Financial first reported a position in PWR in Q4 2025 and has held it in 2 quarters since. 1,739 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

Sun Financial held 2,856 shares of Quanta Services worth $2.23M as of Q1 2026.
Sun Financial sold 116 Quanta Services shares in Q1 2026, an estimated $59.7K.
Quanta Services made up 1.12% of Sun Financial's portfolio in Q1 2026, its #22 holding.
Sun Financial first reported a position in Quanta Services in Q4 2025 and has held it in 2 quarters since.
1,739 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.