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Quanta Services shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Quanta Services (PWR) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Quanta Services

Tip: Access up to 7 years of quarterly data

All positions including Quanta Services held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Quanta Services by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 2.6k 549.04

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
Spdr Series Trust State Street Spd (BIL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Managed Portfolio Series Kensington Hedge (KHPI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Managed Portfolio Series Kensington Cr Op (KAMO)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Apple (AAPL)
Managed Portfolio Series Leuthold Select (LST)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Us Br Del Se Etf (IAI)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Quanta Services

Vanguard Group
BlackRock
Vanguard Portfolio Management
State Street Corporation
Peconic Partners
FMR
Geode Capital Management
Bank of America Corporation
Victory Capital Management
Capital Research and Management Company - Division 3
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Morgan Stanley
Capital World Investors
Goldman Sachs Group
UBS Group

View all funds holding Quanta Services