Waterfront Wealth
PWR icon

Waterfront Wealth’s Quanta Services PWR Stock Holding History

Waterfront Wealth’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 		$516K Hold
865
– – 0.08% 217
2026
Q2 		$570K Hold
865
– – 0.09% 207
2026
Q1 		$475K Buy
+865
New +$445K 0.09% 208

Other funds holding PWR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Waterfront Wealth's PWR Position: Q3 2026 in Review

Waterfront Wealth held its Quanta Services (PWR) position steady in Q3 2026 at 865 shares worth $516K. The position accounts for 0.08% of the portfolio, ranked #217.

Waterfront Wealth first reported a position in PWR in Q1 2026 and has held it in 3 quarters since. The position peaked at $570K in Q2 2026. 1,069 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

  • Waterfront Wealth held 865 shares of Quanta Services worth $516K as of Q3 2026.
  • Waterfront Wealth left its Quanta Services share count unchanged in Q3 2026.
  • Quanta Services made up 0.08% of Waterfront Wealth's portfolio in Q3 2026, its #217 holding.
  • Waterfront Wealth first reported a position in Quanta Services in Q1 2026 and has held it in 3 quarters since.
  • Waterfront Wealth's Quanta Services position peaked at $570K in Q2 2026.
  • 1,069 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.