W.H. Reaves & Co’s Forgent Power Solutions FPS Stock Holding History

W.H. Reaves & Co’s Portfolio FPS Stock Details FPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.2M	Buy	+200,000	New	+$9.13M	0.17%	56

Other funds holding FPS

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

DCM

Dilation Capital Management New York $248M AUM 139.13% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

W.H. Reaves & Co's FPS Position: Q2 2026 in Review

W.H. Reaves & Co opened a new position in Forgent Power Solutions (FPS) in Q2 2026: 200,000 shares worth $11.2M. The stake represents 0.17% of the portfolio and ranks #56 among its holdings.

73 funds tracked by Wall St. Rank hold FPS as of Q2 2026.

W.H. Reaves & Co held 200,000 shares of Forgent Power Solutions worth $11.2M as of Q2 2026.
Forgent Power Solutions was a new W.H. Reaves & Co position in Q2 2026.
Forgent Power Solutions made up 0.17% of W.H. Reaves & Co's portfolio in Q2 2026, its #56 holding.
73 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on W.H. Reaves & Co's 13F filing for Q2 2026, filed 30 Jul 2026.