CAWM
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Capital Advisors Wealth Management’s Quanta Services PWR Stock Holding History

Capital Advisors Wealth Management’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 		$2.73M Buy
3,788
+1,337
+55% +$914K 0.32% 61
2026
Q1 		$1.35M Buy
2,451
+126
+5% +$64.9K 0.18% 78
2025
Q4 		$981K Buy
2,325
+334
+17% +$147K 0.13% 88
2025
Q3 		$825K Buy
1,991
+33
+2% +$12.8K 0.12% 91
2025
Q2 		$740K Buy
1,958
+118
+6% +$37.9K 0.12% 93
2025
Q1 		$468K Buy
1,840
+503
+38% +$145K 0.08% 108
2024
Q4 		$422K Buy
1,337
+274
+26% +$88.1K 0.08% 107
2024
Q3 		$317K Buy
1,063
+79
+8% +$20.9K 0.06% 128
2024
Q2 		$250K Buy
+984
New +$261K 0.05% 130

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

Capital Advisors Wealth Management's PWR Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Quanta Services (PWR) stake by 55% in Q2 2026, buying an estimated $914K and bringing the position to 3,788 shares worth $2.73M. The position accounts for 0.32% of the portfolio, ranked #61.

Capital Advisors Wealth Management first reported a position in PWR in Q2 2024 and has held it in 9 quarters since. 1,934 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Capital Advisors Wealth Management held 3,788 shares of Quanta Services worth $2.73M as of Q2 2026.
  • Capital Advisors Wealth Management bought 1,337 Quanta Services shares in Q2 2026, an estimated $914K.
  • Quanta Services made up 0.32% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Capital Advisors Wealth Management first reported a position in Quanta Services in Q2 2024 and has held it in 9 quarters since.
  • 1,934 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.