Advisors Asset Management, Inc. PWR QUANTA SERVICES COM

Ownership history in Advisors Asset Management, Inc.  ·  73 quarters on record

AI Ownership Summary

Advisors Asset Management, Inc. reported QUANTA SERVICES COM (PWR) in 73 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.34% in 2025 Q2. The latest visible filing shows PWR at 0.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PWR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Advisors Asset Management, Inc.'s position in QUANTA SERVICES COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PWR was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Advisors Asset Management, Inc. held PWR — position size vs. price
% of Fund (quarterly)    PWR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 47,112 -761 -1.6% 0.33% $19.9M 2026-02-14 (Est.) $523.98
2025 Q3 REDUCED 5.3% +4.0% 47,873 -2,687 -5.3% 0.34% $19.8M 2025-11-06 $442.70
2025 Q2 REDUCED 7.6% +8.2% 50,560 -4,175 -7.6% 0.34% $19.1M 2025-08-12 $391.30
2025 Q1 ADDED 54,735 +5,312 +10.7% 0.26% $13.9M 2025-05-15 $340.04
2024 Q4 ADDED 49,423 +1,600 +3.3% 0.29% $15.6M 2025-02-10 $310.25
2024 Q3 REDUCED 47,823 -1,263 -2.6% 0.26% $14.3M 2024-11-08 $330.43
2024 Q2 ADDED 49,086 +6,428 +15.1% 0.24% $12.5M 2024-08-14 $262.95
2024 Q1 REDUCED 42,658 -292 -0.7% 0.21% $11.1M 2024-05-14 $262.75
2023 Q4 REDUCED 42,950 -1,266 -2.9% 0.19% $9.3M 2024-02-14 $212.08
64 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Advisors Asset Management, Inc. and PWR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Advisors Asset Management, Inc. reported owning PWR?

Advisors Asset Management, Inc. reported PWR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PWR position in Advisors Asset Management, Inc.'s portfolio?

The largest reported portfolio weight for PWR was 0.34% in 2025 Q2.

What is the latest reported PWR position on this page?

The most recent filing on this page is 2025 Q4, when Advisors Asset Management, Inc. reported 47,112 shares, equal to 0.33% of portfolio, with an estimated market value of $19.9M.

What does the chart on this PWR ownership page compare?

The chart compares Advisors Asset Management, Inc.'s quarterly PWR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Advisors Asset Management, Inc. time their PWR position?

Based on 13F filing dates vs. subsequent PWR price moves, Advisors Asset Management, Inc. correctly timed 36 out of 70 reported position changes (51%). The annualised alpha on PWR relative to SPY over the holding period was +6.5%.

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