Carson Wealth (CWM LLC)’s Quanta Services PWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.91M | Sell |
16,221
-10,881
| -40% | -$5.6M | 0.02% | 591 |
|
|
2025
Q4 | $11.4M | Buy |
27,102
+20,731
| +325% | +$9.11M | 0.03% | 477 |
|
|
2025
Q3 | $2.64M | Buy |
6,371
+662
| +12% | +$257K | 0.01% | 976 |
|
|
2025
Q2 | $2.16M | Sell |
5,709
-61
| -1% | -$19.6K | 0.01% | 919 |
|
|
2025
Q1 | $1.47M | Sell |
5,770
-1,088
| -16% | -$314K | 0.01% | 948 |
|
|
2024
Q4 | $2.17M | Buy |
6,858
+1,503
| +28% | +$484K | 0.01% | 756 |
|
|
2024
Q3 | $1.6M | Sell |
5,355
-33
| -0.6% | -$8.72K | 0.01% | 798 |
|
|
2024
Q2 | $1.37M | Buy |
5,388
+469
| +10% | +$124K | 0.01% | 758 |
|
|
2024
Q1 | $1.28M | Buy |
4,919
+76
| +2% | +$16.8K | 0.01% | 763 |
|
|
2023
Q4 | $1.04M | Buy |
4,843
+690
| +17% | +$127K | 0.01% | 790 |
|
|
2023
Q3 | $777K | Buy |
4,153
+70
| +2% | +$14K | ﹤0.01% | 836 |
|
|
2023
Q2 | $802K | Buy |
4,083
+175
| +4% | +$30.6K | 0.01% | 787 |
|
|
2023
Q1 | $651K | Buy |
3,908
+159
| +4% | +$24.4K | ﹤0.01% | 804 |
|
|
2022
Q4 | $534K | Buy |
3,749
+2,250
| +150% | +$320K | ﹤0.01% | 786 |
|
|
2022
Q3 | $191K | Buy |
1,499
+299
| +25% | +$40.9K | ﹤0.01% | 1075 |
|
|
2022
Q2 | $150K | Sell |
1,200
-1,933
| -62% | -$237K | ﹤0.01% | 1157 |
|
|
2022
Q1 | $412K | Buy |
3,133
+1,498
| +92% | +$166K | ﹤0.01% | 780 |
|
|
2021
Q4 | $187K | Buy |
+1,635
| New | +$189K | ﹤0.01% | 1056 |
|
|
2021
Q2 | $23K | Hold |
249
| – | – | ﹤0.01% | 1733 |
|
|
2021
Q1 | $23K | Hold |
249
| – | – | ﹤0.01% | 1733 |
|
|
2020
Q4 | $23K | Hold |
249
| – | – | ﹤0.01% | 1733 |
|
|
2020
Q3 | $23K | Hold |
249
| – | – | ﹤0.01% | 1733 |
|
|
2020
Q2 | $23K | Hold |
249
| – | – | ﹤0.01% | 1733 |
|
|
2020
Q1 | $23K | Hold |
249
| – | – | ﹤0.01% | 1733 |
|
|
2019
Q4 | $23K | Hold |
249
| – | – | ﹤0.01% | 1733 |
|
|
2019
Q3 | $23K | Hold |
249
| – | – | ﹤0.01% | 1733 |
|
|
2019
Q2 | $23K | Hold |
249
| – | – | ﹤0.01% | 1733 |
|
|
2019
Q1 | $23K | Sell |
249
-251
| -50% | -$8.76K | ﹤0.01% | 1733 |
|
|
2018
Q4 | $15K | Buy |
500
+472
| +1,686% | +$15.3K | ﹤0.01% | 1222 |
|
|
2018
Q3 | $1K | Buy |
+28
| New | +$953 | ﹤0.01% | 1727 |
|
|
2018
Q1 | – | Sell |
-126
| Closed | -$5K | – | 1516 |
|
|
2017
Q4 | $5K | Hold |
126
| – | – | ﹤0.01% | 1100 |
|
|
2017
Q3 | $5K | Buy |
+126
| New | +$4.42K | ﹤0.01% | 1090 |
|
Other funds holding PWR
VCM
VPM
PP
Carson Wealth (CWM LLC)'s PWR Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Quanta Services (PWR) stake by 40% in Q1 2026, selling an estimated $5.6M and leaving 16,221 shares worth $8.91M. The position accounts for 0.02% of the portfolio, ranked #591.
Carson Wealth (CWM LLC) first reported a position in PWR in Q3 2017 and has held it in 32 quarters since. The position peaked at $11.4M in Q4 2025. 1,742 funds tracked by Wall St. Rank hold PWR as of Q1 2026.
- Carson Wealth (CWM LLC) held 16,221 shares of Quanta Services worth $8.91M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 10,881 Quanta Services shares in Q1 2026, an estimated $5.6M.
- Quanta Services made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #591 holding.
- Carson Wealth (CWM LLC) first reported a position in Quanta Services in Q3 2017 and has held it in 32 quarters since.
- Carson Wealth (CWM LLC)'s Quanta Services position peaked at $11.4M in Q4 2025.
- 1,742 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.