Whalen Wealth Management’s Quanta Services PWR Stock Holding History

Whalen Wealth Management’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	$349K	Sell	543 -191	-26%	-$123K	0.15%	152
2026 Q2	$529K	Buy	734 +299	+69%	+$204K	0.24%	105
2026 Q1	$239K	Buy	+435	New	+$224K	0.13%	169
2025 Q4	–	Sell	-1,225	Closed	-$508K	–	224
2025 Q3	$508K	Buy	1,225 +502	+69%	+$195K	0.3%	77
2025 Q2	$273K	Sell	723 -2,794	-79%	-$897K	0.17%	148
2025 Q1	$894K	Buy	3,517 +1,797	+104%	+$519K	0.6%	37
2024 Q4	$544K	Buy	+1,720	New	+$553K	0.38%	54
2024 Q1	–	Sell	-1,890	Closed	-$408K	–	151
2023 Q4	$408K	Buy	+1,890	New	+$349K	0.37%	76

Other funds holding PWR

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AIC

Argus Investors Counsel New York $129M AUM 31.03% 1-Year Est. Return

Whalen Wealth Management's PWR Position: Q3 2026 in Review

Whalen Wealth Management reduced its Quanta Services (PWR) stake by 26% in Q3 2026, selling an estimated $123K and leaving 543 shares worth $349K. The position accounts for 0.15% of the portfolio, ranked #152.

Whalen Wealth Management first reported a position in PWR in Q4 2023 and has held it in 8 quarters since. The position peaked at $894K in Q1 2025. 90 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

Whalen Wealth Management held 543 shares of Quanta Services worth $349K as of Q3 2026.
Whalen Wealth Management sold 191 Quanta Services shares in Q3 2026, an estimated $123K.
Quanta Services made up 0.15% of Whalen Wealth Management's portfolio in Q3 2026, its #152 holding.
Whalen Wealth Management first reported a position in Quanta Services in Q4 2023 and has held it in 8 quarters since.
Whalen Wealth Management's Quanta Services position peaked at $894K in Q1 2025.
90 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.