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Wellspring Financial Advisors’s Quanta Services PWR Stock Holding History

Wellspring 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
Q2 		$370K Sell
514
-12
-2% -$8.2K 0.02% 199
2026
Q1 		$289K Sell
526
-59
-10% -$30.4K 0.02% 223
2025
Q4 		$247K Buy
+585
New +$257K 0.02% 232

Other funds holding PWR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Wellspring Financial Advisors's PWR Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Quanta Services (PWR) stake by 2.3% in Q2 2026, selling an estimated $8.2K and leaving 514 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #199.

Wellspring Financial Advisors first reported a position in PWR in Q4 2025 and has held it in 3 quarters since. 559 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Wellspring Financial Advisors held 514 shares of Quanta Services worth $370K as of Q2 2026.
  • Wellspring Financial Advisors sold 12 Quanta Services shares in Q2 2026, an estimated $8.2K.
  • Quanta Services made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #199 holding.
  • Wellspring Financial Advisors first reported a position in Quanta Services in Q4 2025 and has held it in 3 quarters since.
  • 559 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.