Values Added Financial
PWR icon

Values Added Financial’s Quanta Services PWR Stock Holding History

Values Added 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
Q3 		$328K Sell
510
-26
-5% -$16.8K 0.12% 102
2026
Q2 		$386K Buy
536
+4
+0.8% +$2.73K 0.14% 94
2026
Q1 		$292K Buy
532
+18
+4% +$9.27K 0.12% 105
2025
Q4 		$217K Sell
514
-549
-52% -$241K 0.09% 124
2025
Q3 		$441K Sell
1,063
-294
-22% -$114K 0.2% 77
2025
Q2 		$513K Buy
1,357
+11
+0.8% +$3.53K 0.25% 71
2025
Q1 		$342K Buy
1,346
+5
+0.4% +$1.44K 0.19% 85
2024
Q4 		$424K Sell
1,341
-1
-0.1% -$322 0.25% 73
2024
Q3 		$400K Sell
1,342
-3
-0.2% -$793 0.25% 64
2024
Q2 		$342K Buy
1,345
+5
+0.4% +$1.32K 0.25% 65
2024
Q1 		$348K Hold
1,340
– – 0.27% 64
2023
Q4 		$289K Sell
1,340
-125
-9% -$23.1K 0.24% 67
2023
Q3 		$274K Buy
1,465
+74
+5% +$14.8K 0.25% 65
2023
Q2 		$273K Buy
+1,391
New +$243K 0.26% 64

Other funds holding PWR

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

Values Added Financial's PWR Position: Q3 2026 in Review

Values Added Financial reduced its Quanta Services (PWR) stake by 4.9% in Q3 2026, selling an estimated $16.8K and leaving 510 shares worth $328K. The position accounts for 0.12% of the portfolio, ranked #102.

Values Added Financial first reported a position in PWR in Q2 2023 and has held it in 14 quarters since. The position peaked at $513K in Q2 2025. 712 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

  • Values Added Financial held 510 shares of Quanta Services worth $328K as of Q3 2026.
  • Values Added Financial sold 26 Quanta Services shares in Q3 2026, an estimated $16.8K.
  • Quanta Services made up 0.12% of Values Added Financial's portfolio in Q3 2026, its #102 holding.
  • Values Added Financial first reported a position in Quanta Services in Q2 2023 and has held it in 14 quarters since.
  • Values Added Financial's Quanta Services position peaked at $513K in Q2 2025.
  • 712 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.