Atlantic Edge Private Wealth Management’s Quanta Services PWR Stock Holding History

Atlantic Edge Private 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	$5.65M	Sell	7,846 -845	-10%	-$578K	1.15%	25
2026 Q1	$4.77M	Buy	8,691 +66	+0.8%	+$34K	1.17%	23
2025 Q4	$3.64M	Buy	8,625 +5	+0.1%	+$2.2K	0.9%	29
2025 Q3	$3.57M	Buy	8,620 +80	+0.9%	+$31.1K	0.92%	29
2025 Q2	$3.23M	Buy	8,540 +60	+0.7%	+$19.3K	0.89%	30
2025 Q1	$2.16M	Sell	8,480 -2	-0%	-$578	0.66%	40
2024 Q4	$2.68M	Sell	8,482 -108	-1%	-$34.7K	0.83%	29
2024 Q3	$2.56M	Buy	8,590 +188	+2%	+$49.7K	0.78%	33
2024 Q2	$2.13M	Buy	8,402 +258	+3%	+$68.4K	0.71%	32
2024 Q1	$2.12M	Buy	8,144 +415	+5%	+$91.8K	0.73%	36
2023 Q4	$1.67M	Buy	+7,729	New	+$1.43M	0.68%	39

Other funds holding PWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlantic Edge Private Wealth Management's PWR Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its Quanta Services (PWR) stake by 9.7% in Q2 2026, selling an estimated $578K and leaving 7,846 shares worth $5.65M. The position accounts for 1.15% of the portfolio, ranked #25.

Atlantic Edge Private Wealth Management first reported a position in PWR in Q4 2023 and has held it in 11 quarters since. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

Atlantic Edge Private Wealth Management held 7,846 shares of Quanta Services worth $5.65M as of Q2 2026.
Atlantic Edge Private Wealth Management sold 845 Quanta Services shares in Q2 2026, an estimated $578K.
Quanta Services made up 1.15% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #25 holding.
Atlantic Edge Private Wealth Management first reported a position in Quanta Services in Q4 2023 and has held it in 11 quarters since.
1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.