Avantax Planning Partners’s Quanta Services PWR Stock Holding History

Avantax Planning Partners’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	$540K	Buy	750 +20	+3%	+$13.7K	0.01%	283
2026 Q1	$401K	Sell	730 -12	-2%	-$6.18K	0.01%	305
2025 Q4	$313K	Sell	742 -2	-0.3%	-$879	0.01%	350
2025 Q3	$308K	Sell	744 -58	-7%	-$22.5K	0.01%	347
2025 Q2	$303K	Sell	802 -12	-1%	-$3.85K	0.01%	351
2025 Q1	$207K	Buy	814 +12	+1%	+$3.47K	0.01%	409
2024 Q4	$253K	Hold	802	–	–	0.01%	368
2024 Q3	$239K	Sell	802 -6	-0.7%	-$1.59K	0.01%	380
2024 Q2	$205K	Hold	808	–	–	0.01%	446
2024 Q1	$210K	Buy	+808	New	+$179K	0.01%	438
2022 Q4	–	Sell	-4,263	Closed	-$543K	–	376
2022 Q3	$543K	Sell	4,263 -15	-0.4%	-$2.05K	0.02%	214
2022 Q2	$536K	Buy	4,278 +6	+0.1%	+$736	0.02%	210
2022 Q1	$562K	Buy	+4,272	New	+$475K	0.02%	215
2018 Q4	–	Sell	-100	Closed	-$3K	–	979
2018 Q3	$3K	Buy	+100	New	+$3.4K	﹤0.01%	1269
2018 Q2	–	Sell	-222	Closed	-$8K	–	1172
2018 Q1	$8K	Buy	+222	New	+$8.05K	﹤0.01%	1165

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

Avantax Planning Partners's PWR Position: Q2 2026 in Review

Avantax Planning Partners increased its Quanta Services (PWR) stake by 2.7% in Q2 2026, buying an estimated $13.7K and bringing the position to 750 shares worth $540K. The position accounts for 0.01% of the portfolio, ranked #283.

Avantax Planning Partners first reported a position in PWR in Q1 2018 and has held it in 15 quarters since. The position peaked at $562K in Q1 2022. 1,934 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

Avantax Planning Partners held 750 shares of Quanta Services worth $540K as of Q2 2026.
Avantax Planning Partners bought 20 Quanta Services shares in Q2 2026, an estimated $13.7K.
Quanta Services made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #283 holding.
Avantax Planning Partners first reported a position in Quanta Services in Q1 2018 and has held it in 15 quarters since.
Avantax Planning Partners's Quanta Services position peaked at $562K in Q1 2022.
1,934 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.