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Valeo Financial Advisors’s Quanta Services PWR Stock Holding History

Valeo Financial Advisors’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 		$1.63M Sell
2,540
-111
-4% -$71.6K 0.03% 211
2026
Q2 		$1.91M Buy
2,651
+61
+2% +$41.7K 0.04% 188
2026
Q1 		$1.42M Sell
2,590
-887
-26% -$457K 0.03% 209
2025
Q4 		$1.47M Buy
3,477
+743
+27% +$326K 0.03% 221
2025
Q3 		$1.13M Buy
2,734
+498
+22% +$194K 0.03% 274
2025
Q2 		$846K Sell
2,236
-134
-6% -$43K 0.02% 339
2025
Q1 		$602K Sell
2,370
-891
-27% -$257K 0.02% 366
2024
Q4 		$1.03M Buy
3,261
+605
+23% +$195K 0.03% 259
2024
Q3 		$792K Buy
2,656
+241
+10% +$63.7K 0.02% 307
2024
Q2 		$614K Buy
2,415
+1,083
+81% +$287K 0.02% 330
2024
Q1 		$337K Buy
1,332
+167
+14% +$36.9K 0.01% 463
2023
Q4 		$251K Buy
+1,165
New +$215K 0.01% 546
2022
Q2 		– Sell
-10,572
Closed -$49K – 618
2022
Q1 		$49K Buy
+10,572
New +$1.17M ﹤0.01% 596
2021
Q2 		– Sell
-1,456
Closed -$128K – 1488
2021
Q1 		$128K Buy
1,456
+613
+73% +$48.8K 0.01% 550
2020
Q4 		$61K Buy
843
+43
+5% +$2.83K ﹤0.01% 709
2020
Q3 		$42K Sell
800
-1,383
-63% -$64.3K ﹤0.01% 713
2020
Q2 		$86K Buy
2,183
+922
+73% +$32.9K 0.01% 553
2020
Q1 		$43K Sell
1,261
-103
-8% -$3.83K ﹤0.01% 658
2019
Q4 		$56K Sell
1,364
-34
-2% -$1.39K 0.01% 609
2019
Q3 		$53K Hold
1,398
– – 0.01% 587
2019
Q2 		$53K Sell
1,398
-55
-4% -$2.09K 0.01% 580
2019
Q1 		$55K Buy
1,453
+1,398
+2,542% +$48.8K 0.01% 534
2018
Q4 		$2K Hold
55
– – ﹤0.01% 1307
2018
Q3 		$2K Buy
+55
New +$1.87K ﹤0.01% 1503

Other funds holding PWR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AIC
Argus Investors Counsel New York $129M AUM 31.03% 1-Year Est. Return

Valeo Financial Advisors's PWR Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Quanta Services (PWR) stake by 4.2% in Q3 2026, selling an estimated $71.6K and leaving 2,540 shares worth $1.63M. The position accounts for 0.03% of the portfolio, ranked #211.

Valeo Financial Advisors first reported a position in PWR in Q3 2018 and has held it in 24 quarters since. The position peaked at $1.91M in Q2 2026. 90 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

  • Valeo Financial Advisors held 2,540 shares of Quanta Services worth $1.63M as of Q3 2026.
  • Valeo Financial Advisors sold 111 Quanta Services shares in Q3 2026, an estimated $71.6K.
  • Quanta Services made up 0.03% of Valeo Financial Advisors's portfolio in Q3 2026, its #211 holding.
  • Valeo Financial Advisors first reported a position in Quanta Services in Q3 2018 and has held it in 24 quarters since.
  • Valeo Financial Advisors's Quanta Services position peaked at $1.91M in Q2 2026.
  • 90 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.