AWM
PWR icon

AE Wealth Management’s Quanta Services PWR Stock Holding History

AE Wealth Management’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 		$1.5M Buy
2,080
+393
+23% +$269K 0.01% 765
2026
Q1 		$926K Buy
1,687
+432
+34% +$222K 0.01% 856
2025
Q4 		$530K Buy
1,255
+256
+26% +$112K ﹤0.01% 1030
2025
Q3 		$414K Buy
999
+70
+8% +$27.2K ﹤0.01% 1041
2025
Q2 		$351K Buy
+929
New +$298K ﹤0.01% 1046
2025
Q1 		– Sell
-633
Closed -$200K – 2255
2024
Q4 		$200K Sell
633
-121
-16% -$38.9K ﹤0.01% 1275
2024
Q3 		$225K Buy
+754
New +$199K ﹤0.01% 1132
2024
Q1 		– Sell
-7,839
Closed -$1.54M – 1777
2023
Q4 		$1.54M Buy
7,839
+6,246
+392% +$1.15M 0.01% 1000
2023
Q3 		$298K Buy
1,593
+287
+22% +$57.6K ﹤0.01% 1616
2023
Q2 		$257K Sell
1,306
-15,650
-92% -$2.73M ﹤0.01% 1661
2023
Q1 		$2.83M Buy
16,956
+2,660
+19% +$409K 0.02% 681
2022
Q4 		$2.04M Buy
14,296
+3,479
+32% +$494K 0.01% 740
2022
Q3 		$1.38M Sell
10,817
-62,495
-85% -$8.55M 0.01% 821
2022
Q2 		$9.19M Buy
73,312
+21,772
+42% +$2.67M 0.07% 290
2022
Q1 		$6.78M Buy
51,540
+11,390
+28% +$1.27M 0.05% 368
2021
Q4 		$4.6M Buy
40,150
+28,719
+251% +$3.31M 0.03% 435
2021
Q3 		$1.3M Buy
11,431
+38
+0.3% +$3.81K 0.01% 784
2021
Q2 		$1.03M Sell
11,393
-2,520
-18% -$237K 0.01% 826
2021
Q1 		$1.22M Buy
13,913
+4,224
+44% +$336K 0.01% 706
2020
Q4 		$698K Buy
9,689
+1,065
+12% +$70.2K 0.01% 844
2020
Q3 		$456K Buy
8,624
+2,439
+39% +$113K 0.01% 907
2020
Q2 		$243K Sell
6,185
-38,883
-86% -$1.39M ﹤0.01% 1102
2020
Q1 		$1.43M Buy
45,068
+7,784
+21% +$289K 0.03% 391
2019
Q4 		$1.52M Buy
37,284
+10,513
+39% +$429K 0.03% 425
2019
Q3 		$1.01M Buy
26,771
+4,828
+22% +$174K 0.03% 443
2019
Q2 		$838K Buy
21,943
+15,729
+253% +$597K 0.03% 454
2019
Q1 		$235K Buy
+6,214
New +$217K 0.02% 552

Other funds holding PWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AE Wealth Management's PWR Position: Q2 2026 in Review

AE Wealth Management increased its Quanta Services (PWR) stake by 23% in Q2 2026, buying an estimated $269K and bringing the position to 2,080 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #765.

AE Wealth Management first reported a position in PWR in Q1 2019 and has held it in 27 quarters since. The position peaked at $9.19M in Q2 2022. 1,934 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • AE Wealth Management held 2,080 shares of Quanta Services worth $1.5M as of Q2 2026.
  • AE Wealth Management bought 393 Quanta Services shares in Q2 2026, an estimated $269K.
  • Quanta Services made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #765 holding.
  • AE Wealth Management first reported a position in Quanta Services in Q1 2019 and has held it in 27 quarters since.
  • AE Wealth Management's Quanta Services position peaked at $9.19M in Q2 2022.
  • 1,934 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.