BWM
PWR icon

BAM Wealth Management’s Quanta Services PWR Stock Holding History

BAM 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 		– Sell
-377
Closed -$207K – 183
2026
Q1 		$207K Sell
377
-123
-25% -$63.3K 0.15% 154
2025
Q4 		$211K Buy
+500
New +$220K 0.15% 149

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

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

BAM Wealth Management sold out of Quanta Services (PWR) in Q2 2026, closing a stake of 377 shares — an estimated $207K sold.

BAM Wealth Management first reported a position in PWR in Q4 2025 and held it in 2 quarters. The position peaked at $211K in Q4 2025. 1,082 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • BAM Wealth Management reported no remaining Quanta Services position as of Q2 2026 after selling out during the quarter.
  • BAM Wealth Management sold 377 Quanta Services shares in Q2 2026, an estimated $207K.
  • BAM Wealth Management first reported a position in Quanta Services in Q4 2025 and held it in 2 quarters.
  • BAM Wealth Management's Quanta Services position peaked at $211K in Q4 2025.
  • 1,082 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.