BWL
PWR icon

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bogart Wealth LLC's PWR Position: Q1 2026 in Review

Bogart Wealth LLC increased its Quanta Services (PWR) stake by 1.3% in Q1 2026, buying an estimated $129K and bringing the position to 19,117 shares worth $10.5M. The position accounts for 0.4% of the portfolio, ranked #57.

Bogart Wealth LLC first reported a position in PWR in Q2 2024 and has held it in 8 quarters since. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Bogart Wealth LLC held 19,117 shares of Quanta Services worth $10.5M as of Q1 2026.
  • Bogart Wealth LLC bought 251 Quanta Services shares in Q1 2026, an estimated $129K.
  • Quanta Services made up 0.4% of Bogart Wealth LLC's portfolio in Q1 2026, its #57 holding.
  • Bogart Wealth LLC first reported a position in Quanta Services in Q2 2024 and has held it in 8 quarters since.
  • 1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.