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Beacon Financial Planning’s Quanta Services PWR Stock Holding History

Beacon Financial Planning’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 		$243K Buy
+338
New +$231K 0.08% 74

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

Beacon Financial Planning's PWR Position: Q2 2026 in Review

Beacon Financial Planning opened a new position in Quanta Services (PWR) in Q2 2026: 338 shares worth $243K. The stake represents 0.08% of the portfolio and ranks #74 among its holdings.

1,926 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Beacon Financial Planning held 338 shares of Quanta Services worth $243K as of Q2 2026.
  • Quanta Services was a new Beacon Financial Planning position in Q2 2026.
  • Quanta Services made up 0.08% of Beacon Financial Planning's portfolio in Q2 2026, its #74 holding.
  • 1,926 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.