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 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

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

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return