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CFM Wealth Partners’s Quanta Services PWR Stock Holding History

CFM Wealth Partners’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 		$3.03M Sell
4,202
-46
-1% -$31.4K 0.39% 49
2026
Q1 		$2.33M Sell
4,248
-2
-0% -$1.03K 0.35% 57
2025
Q4 		$1.79M Sell
4,250
-232
-5% -$102K 0.26% 60
2025
Q3 		$1.86M Sell
4,482
-36
-0.8% -$14K 0.27% 60
2025
Q2 		$1.71M Hold
4,518
– – 0.27% 61
2025
Q1 		$1.15M Buy
4,518
+33
+0.7% +$9.54K 0.2% 74
2024
Q4 		$1.42M Sell
4,485
-327
-7% -$105K 0.24% 66
2024
Q3 		$1.43M Sell
4,812
-561
-10% -$148K 0.25% 66
2024
Q2 		$1.37M Hold
5,373
– – 0.25% 71
2024
Q1 		$1.4M Sell
5,373
-439
-8% -$97.1K 0.28% 67
2023
Q4 		$1.25M Sell
5,812
-1,940
-25% -$358K 0.28% 71
2023
Q3 		$1.45M Sell
7,752
-376
-5% -$75.4K 0.38% 58
2023
Q2 		$1.6M Hold
8,128
– – 0.39% 62
2023
Q1 		$1.35M Hold
8,128
– – 0.37% 65
2022
Q4 		$1.16M Hold
8,128
– – 0.35% 71
2022
Q3 		$1.03M Sell
8,128
-315
-4% -$43.1K 0.33% 72
2022
Q2 		$1.06M Sell
8,443
-630
-7% -$77.3K 0.32% 70
2022
Q1 		$1.19M Hold
9,073
– – 0.29% 74
2021
Q4 		$1.02M Hold
9,073
– – 0.23% 84
2021
Q3 		$1.03M Hold
9,073
– – 0.26% 77
2021
Q2 		$822K Hold
9,073
– – 0.22% 82
2021
Q1 		$798K Sell
9,073
-1,561
-15% -$124K 0.24% 83
2020
Q4 		$766K Hold
10,634
– – 0.24% 77
2020
Q3 		$562K Hold
10,634
– – 0.21% 80
2020
Q2 		$417K Sell
10,634
-850
-7% -$30.3K 0.16% 91
2020
Q1 		$364K Sell
11,484
-4,550
-28% -$169K 0.17% 93
2019
Q4 		$656K Buy
+16,034
New +$654K 0.24% 75

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
Peconic Partners
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

CFM Wealth Partners's PWR Position: Q2 2026 in Review

CFM Wealth Partners reduced its Quanta Services (PWR) stake by 1.1% in Q2 2026, selling an estimated $31.4K and leaving 4,202 shares worth $3.03M. The position accounts for 0.39% of the portfolio, ranked #49.

CFM Wealth Partners first reported a position in PWR in Q4 2019 and has held it in 27 quarters since. 1,942 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • CFM Wealth Partners held 4,202 shares of Quanta Services worth $3.03M as of Q2 2026.
  • CFM Wealth Partners sold 46 Quanta Services shares in Q2 2026, an estimated $31.4K.
  • Quanta Services made up 0.39% of CFM Wealth Partners's portfolio in Q2 2026, its #49 holding.
  • CFM Wealth Partners first reported a position in Quanta Services in Q4 2019 and has held it in 27 quarters since.
  • 1,942 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.