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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
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

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

Bogart Wealth LLC's PWR Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Quanta Services (PWR) stake by 19% in Q2 2026, selling an estimated $2.51M and leaving 15,449 shares worth $11.1M. The position accounts for 0.38% of the portfolio, ranked #62.

Bogart Wealth LLC first reported a position in PWR in Q2 2024 and has held it in 9 quarters since. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Bogart Wealth LLC held 15,449 shares of Quanta Services worth $11.1M as of Q2 2026.
  • Bogart Wealth LLC sold 3,668 Quanta Services shares in Q2 2026, an estimated $2.51M.
  • Quanta Services made up 0.38% of Bogart Wealth LLC's portfolio in Q2 2026, its #62 holding.
  • Bogart Wealth LLC first reported a position in Quanta Services in Q2 2024 and has held it in 9 quarters since.
  • 1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.