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Cassaday & Co Wealth Management’s Quanta Services PWR Stock Holding History

Cassaday & Co 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 		$284K Sell
395
-8
-2% -$5.47K 0.01% 301
2026
Q1 		$221K Buy
+403
New +$208K ﹤0.01% 324

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

Cassaday & Co Wealth Management's PWR Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Quanta Services (PWR) stake by 2% in Q2 2026, selling an estimated $5.47K and leaving 395 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #301.

Cassaday & Co Wealth Management first reported a position in PWR in Q1 2026 and has held it in 2 quarters since. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Cassaday & Co Wealth Management held 395 shares of Quanta Services worth $284K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 8 Quanta Services shares in Q2 2026, an estimated $5.47K.
  • Quanta Services made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #301 holding.
  • Cassaday & Co Wealth Management first reported a position in Quanta Services in Q1 2026 and has held it in 2 quarters since.
  • 1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.