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Cape Investment Advisory’s Quanta Services PWR Stock Holding History

Cape Investment Advisory’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 		$5.76K Buy
+8
New +$5.47K ﹤0.01% 994
2026
Q1 		– Sell
-2
Closed -$844 – 938
2025
Q4 		$844 Buy
+2
New +$879 ﹤0.01% 1203
2025
Q1 		– Sell
-3
Closed -$948 – 1184
2024
Q4 		$948 Buy
+3
New +$965 ﹤0.01% 966
2024
Q1 		– Sell
-42
Closed -$9.06K – 1121
2023
Q4 		$9.06K Buy
+42
New +$7.76K ﹤0.01% 684

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 $3.38T AUM 44.17% 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

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

Cape Investment Advisory opened a new position in Quanta Services (PWR) in Q2 2026: 8 shares worth $5.76K. The stake represents ﹤0.01% of the portfolio and ranks #994 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in PWR as recently as Q4 2025.

Cape Investment Advisory first reported a position in PWR in Q4 2023 and has held it in 4 quarters since. The position peaked at $9.06K in Q4 2023. 1,942 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Cape Investment Advisory held 8 shares of Quanta Services worth $5.76K as of Q2 2026.
  • Quanta Services was a new Cape Investment Advisory position in Q2 2026.
  • Quanta Services made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #994 holding.
  • Cape Investment Advisory first reported a position in Quanta Services in Q4 2023 and has held it in 4 quarters since.
  • Cape Investment Advisory's Quanta Services position peaked at $9.06K in Q4 2023.
  • 1,942 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.