AWM
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Axxcess Wealth Management’s Quanta Services PWR Stock Holding History

Axxcess 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 		$2.86M Buy
3,970
+1,111
+39% +$759K 0.05% 333
2026
Q1 		$1.57M Sell
2,859
-1,157
-29% -$596K 0.05% 204
2025
Q4 		$1.69M Buy
4,016
+36
+0.9% +$15.8K 0.03% 406
2025
Q3 		$1.65M Sell
3,980
-30
-0.7% -$11.7K 0.03% 355
2025
Q2 		$1.52M Buy
4,010
+526
+15% +$169K 0.04% 334
2025
Q1 		$886K Sell
3,484
-1,431
-29% -$414K 0.02% 421
2024
Q4 		$1.55M Buy
4,915
+3,057
+165% +$983K 0.04% 325
2024
Q3 		$554K Sell
1,858
-34
-2% -$8.99K 0.01% 527
2024
Q2 		$481K Buy
1,892
+938
+98% +$249K 0.01% 529
2024
Q1 		$248K Sell
954
-990
-51% -$219K 0.01% 740
2023
Q4 		$420K Sell
1,944
-41
-2% -$7.58K 0.01% 563
2023
Q3 		$371K Sell
1,985
-271
-12% -$54.3K 0.01% 543
2023
Q2 		$443K Sell
2,256
-456
-17% -$79.6K 0.03% 376
2023
Q1 		$452K Sell
2,712
-1,085
-29% -$167K 0.03% 395
2022
Q4 		$541K Sell
3,797
-2,886
-43% -$410K 0.04% 346
2022
Q3 		$851K Buy
6,683
+3,602
+117% +$493K 0.08% 211
2022
Q2 		$386K Sell
3,081
-1,005
-25% -$123K 0.04% 352
2022
Q1 		$538K Sell
4,086
-2,727
-40% -$303K 0.04% 341
2021
Q4 		$781K Buy
+6,813
New +$786K 0.06% 263

Other funds holding PWR

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

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

Axxcess Wealth Management increased its Quanta Services (PWR) stake by 39% in Q2 2026, buying an estimated $759K and bringing the position to 3,970 shares worth $2.86M. The position accounts for 0.05% of the portfolio, ranked #333.

Axxcess Wealth Management first reported a position in PWR in Q4 2021 and has held it in 19 quarters since. 1,085 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Axxcess Wealth Management held 3,970 shares of Quanta Services worth $2.86M as of Q2 2026.
  • Axxcess Wealth Management bought 1,111 Quanta Services shares in Q2 2026, an estimated $759K.
  • Quanta Services made up 0.05% of Axxcess Wealth Management's portfolio in Q2 2026, its #333 holding.
  • Axxcess Wealth Management first reported a position in Quanta Services in Q4 2021 and has held it in 19 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.