Bogart Wealth LLC’s Quanta Services PWR Stock Holding History

Bogart Wealth LLC’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 Q3	$10.2M	Buy	15,931 +482	+3%	+$311K	0.34%	68
2026 Q2	$11.1M	Sell	15,449 -3,668	-19%	-$2.51M	0.38%	62
2026 Q1	$10.5M	Buy	19,117 +251	+1%	+$129K	0.4%	57
2025 Q4	$7.96M	Sell	18,866 -261	-1%	-$115K	0.32%	70
2025 Q3	$7.93M	Buy	19,127 +153	+0.8%	+$59.5K	0.32%	75
2025 Q2	$7.17M	Sell	18,974 -6,293	-25%	-$2.02M	0.31%	80
2025 Q1	$6.42M	Buy	25,267 +10,985	+77%	+$3.17M	0.3%	77
2024 Q4	$4.51M	Sell	14,282 -319	-2%	-$103K	0.21%	96
2024 Q3	$4.35M	Buy	14,601 +14,598	+486,600%	+$3.86M	0.21%	96
2024 Q2	$762	Buy	+3	New	+$795	﹤0.01%	1022

Other funds holding PWR

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bogart Wealth LLC's PWR Position: Q3 2026 in Review

Bogart Wealth LLC increased its Quanta Services (PWR) stake by 3.1% in Q3 2026, buying an estimated $311K and bringing the position to 15,931 shares worth $10.2M. The position accounts for 0.34% of the portfolio, ranked #68.

Bogart Wealth LLC first reported a position in PWR in Q2 2024 and has held it in 10 quarters since. The position peaked at $11.1M in Q2 2026. 1,442 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

Bogart Wealth LLC held 15,931 shares of Quanta Services worth $10.2M as of Q3 2026.
Bogart Wealth LLC bought 482 Quanta Services shares in Q3 2026, an estimated $311K.
Quanta Services made up 0.34% of Bogart Wealth LLC's portfolio in Q3 2026, its #68 holding.
Bogart Wealth LLC first reported a position in Quanta Services in Q2 2024 and has held it in 10 quarters since.
Bogart Wealth LLC's Quanta Services position peaked at $11.1M in Q2 2026.
1,442 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Bogart Wealth LLC's 13F filing for Q3 2026, filed 10 Nov 2026.