XML Financial, LLC

SEC CIK: 0001800465
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

PWR holding history

Quanta Services, Inc. in every 13F filed by XML Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PWR overview All 13F holders of PWR Full Q2 2026 holdings

Shares (Q2 2026): 985
Value: $709.2K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of PWR by XML Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	985	$709.2K	0.1%	+145+17.3%	Added	Holders
Q1 2026	840	$461.2K	<0.1%	+265+46.1%	Added	Holders
Q4 2025	575	$242.7K	<0.1%	+25+4.5%	Added	Holders
Q3 2025	550	$227.9K	<0.1%	+550	New	Holders