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Beacon Investment Advisory Services’s Quanta Services PWR Stock Holding History

Beacon Investment Advisory Services’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 		$10.1K Sell
14
-9
-39% -$6.15K ﹤0.01% 626
2026
Q1 		$12.6K Buy
+23
New +$11.8K ﹤0.01% 614
2018
Q4 		– Sell
-9,275
Closed -$310K – 261
2018
Q3 		$310K Buy
9,275
+1
+0% +$34 0.03% 217
2018
Q2 		$310K Buy
9,274
+586
+7% +$20.5K 0.03% 209
2018
Q1 		$298K Buy
+8,688
New +$315K 0.03% 217

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 Investment Advisory Services's PWR Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Quanta Services (PWR) stake by 39% in Q2 2026, selling an estimated $6.15K and leaving 14 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Beacon Investment Advisory Services first reported a position in PWR in Q1 2018 and has held it in 5 quarters since. The position peaked at $310K in Q3 2018. 1,934 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Beacon Investment Advisory Services held 14 shares of Quanta Services worth $10.1K as of Q2 2026.
  • Beacon Investment Advisory Services sold 9 Quanta Services shares in Q2 2026, an estimated $6.15K.
  • Quanta Services made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #626 holding.
  • Beacon Investment Advisory Services first reported a position in Quanta Services in Q1 2018 and has held it in 5 quarters since.
  • Beacon Investment Advisory Services's Quanta Services position peaked at $310K in Q3 2018.
  • 1,934 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.