VisionPoint Advisory Group
PWR icon

VisionPoint Advisory Group’s Quanta Services PWR Stock Holding History

VisionPoint Advisory Group’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 		$876K Buy
1,363
+253
+23% +$163K 0.14% 161
2026
Q2 		$799K Buy
1,110
+119
+12% +$81.3K 0.13% 180
2026
Q1 		$544K Sell
991
-528
-35% -$272K 0.1% 212
2025
Q4 		$641K Buy
1,519
+165
+12% +$72.5K 0.12% 181
2025
Q3 		$561K Buy
1,354
+769
+131% +$299K 0.11% 183
2025
Q2 		$221K Sell
585
-810
-58% -$260K 0.05% 330
2025
Q1 		$355K Buy
1,395
+534
+62% +$154K 0.12% 153
2024
Q4 		$272K Buy
+861
New +$277K 0.09% 154
2024
Q3 		– Sell
-655
Closed -$166K – 646
2024
Q2 		$166K Buy
655
+200
+44% +$53K 0.06% 180
2024
Q1 		$118K Buy
455
+240
+112% +$53.1K 0.04% 196
2023
Q4 		$46.4K Buy
215
+79
+58% +$14.6K 0.02% 245
2023
Q3 		$25.4K Sell
136
-33
-20% -$6.62K 0.01% 335
2023
Q2 		$33.2K Buy
+169
New +$29.5K 0.01% 243

Other funds holding PWR

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
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Neville Rodie & Shaw
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
AMI Asset Management
AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

VisionPoint Advisory Group's PWR Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Quanta Services (PWR) stake by 23% in Q3 2026, buying an estimated $163K and bringing the position to 1,363 shares worth $876K. The position accounts for 0.14% of the portfolio, ranked #161.

VisionPoint Advisory Group first reported a position in PWR in Q2 2023 and has held it in 13 quarters since. 409 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

  • VisionPoint Advisory Group held 1,363 shares of Quanta Services worth $876K as of Q3 2026.
  • VisionPoint Advisory Group bought 253 Quanta Services shares in Q3 2026, an estimated $163K.
  • Quanta Services made up 0.14% of VisionPoint Advisory Group's portfolio in Q3 2026, its #161 holding.
  • VisionPoint Advisory Group first reported a position in Quanta Services in Q2 2023 and has held it in 13 quarters since.
  • 409 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.