Whitaker-Myers Wealth Managers’s Quanta Services PWR Stock Holding History

Whitaker-Myers Wealth Managers’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	$209K	Sell	326 -3,333	-91%	-$2.15M	0.03%	123
2026 Q2	$2.63M	Sell	3,659 -108	-3%	-$73.8K	0.44%	33
2026 Q1	$2.07M	Sell	3,767 -252	-6%	-$130K	0.41%	41
2025 Q4	$1.7M	Buy	+4,019	New	+$1.77M	0.35%	38
2025 Q3	–	Sell	-3,358	Closed	-$1.27M	–	135
2025 Q2	$1.27M	Buy	3,358 +1,880	+127%	+$604K	0.32%	35
2025 Q1	$376K	Buy	+1,478	New	+$427K	0.11%	85

Other funds holding PWR

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

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

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Whitaker-Myers Wealth Managers's PWR Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its Quanta Services (PWR) stake by 91% in Q3 2026, selling an estimated $2.15M and leaving 326 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #123.

Whitaker-Myers Wealth Managers first reported a position in PWR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.63M in Q2 2026. 150 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

Whitaker-Myers Wealth Managers held 326 shares of Quanta Services worth $209K as of Q3 2026.
Whitaker-Myers Wealth Managers sold 3,333 Quanta Services shares in Q3 2026, an estimated $2.15M.
Quanta Services made up 0.03% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #123 holding.
Whitaker-Myers Wealth Managers first reported a position in Quanta Services in Q1 2025 and has held it in 6 quarters since.
Whitaker-Myers Wealth Managers's Quanta Services position peaked at $2.63M in Q2 2026.
150 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.