CastleKeep Investment Advisors
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CastleKeep Investment Advisors’s Quanta Services PWR Stock Holding History

CastleKeep Investment Advisors’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 		$350K Hold
486
– – 0.18% 60
2026
Q1 		$267K Hold
486
– – 0.14% 62
2025
Q4 		$205K Sell
486
-484
-50% -$213K 0.09% 88
2025
Q3 		$402K Hold
970
– – 0.19% 81
2025
Q2 		$367K Hold
970
– – 0.18% 81
2025
Q1 		$247K Buy
970
+2
+0.2% +$578 0.13% 83
2024
Q4 		$306K Hold
968
– – 0.21% 73
2024
Q3 		$289K Hold
968
– – 0.2% 86
2024
Q2 		$246K Sell
968
-286
-23% -$75.8K 0.19% 89
2024
Q1 		$326K Sell
1,254
-254
-17% -$56.2K 0.23% 92
2023
Q4 		$325K Buy
+1,508
New +$279K 0.23% 93

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

CastleKeep Investment Advisors's PWR Position: Q2 2026 in Review

CastleKeep Investment Advisors held its Quanta Services (PWR) position steady in Q2 2026 at 486 shares worth $350K. The position accounts for 0.18% of the portfolio, ranked #60.

CastleKeep Investment Advisors first reported a position in PWR in Q4 2023 and has held it in 11 quarters since. The position peaked at $402K in Q3 2025. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • CastleKeep Investment Advisors held 486 shares of Quanta Services worth $350K as of Q2 2026.
  • CastleKeep Investment Advisors left its Quanta Services share count unchanged in Q2 2026.
  • Quanta Services made up 0.18% of CastleKeep Investment Advisors's portfolio in Q2 2026, its #60 holding.
  • CastleKeep Investment Advisors first reported a position in Quanta Services in Q4 2023 and has held it in 11 quarters since.
  • CastleKeep Investment Advisors's Quanta Services position peaked at $402K in Q3 2025.
  • 1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on CastleKeep Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.