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Clearstead Advisors’s Quanta Services PWR Stock Holding History

Clearstead 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
Q1 		$7.23M Sell
13,176
-489
-4% -$252K 0.07% 193
2025
Q4 		$5.77M Buy
13,665
+1,283
+10% +$564K 0.07% 184
2025
Q3 		$5.13M Buy
12,382
+7
+0.1% +$2.72K 0.07% 199
2025
Q2 		$4.68M Buy
12,375
+1,570
+15% +$504K 0.07% 204
2025
Q1 		$2.75M Sell
10,805
-321
-3% -$92.8K 0.04% 256
2024
Q4 		$3.52M Sell
11,126
-686
-6% -$221K 0.05% 216
2024
Q3 		$3.52M Buy
11,812
+172
+1% +$45.5K 0.05% 224
2024
Q2 		$2.96M Sell
11,640
-77
-0.7% -$20.4K 0.05% 229
2024
Q1 		$3.11M Sell
11,717
-1
-0% -$221 0.15% 112
2023
Q4 		$2.53M Sell
11,718
-11,774
-50% -$2.18M 0.13% 130
2023
Q3 		$4.39M Buy
23,492
+11,747
+100% +$2.36M 0.13% 132
2023
Q2 		$2.31M Buy
11,745
+7,745
+194% +$1.35M 0.14% 125
2023
Q1 		$667K Hold
4,000
– – 0.05% 222
2022
Q4 		$570K Hold
4,000
– – 0.04% 239
2022
Q3 		$510K Hold
4,000
– – 0.05% 222
2022
Q2 		$501K Hold
4,000
– – 0.04% 247
2022
Q1 		$526K Hold
4,000
– – 0.04% 262
2021
Q4 		$459K Hold
4,000
– – 0.03% 264
2021
Q3 		$455K Buy
4,000
+3,959
+9,656% +$397K 0.03% 255
2021
Q2 		$4K Buy
+41
New +$3.85K ﹤0.01% 928

Other funds holding PWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Clearstead Advisors's PWR Position: Q1 2026 in Review

Clearstead Advisors reduced its Quanta Services (PWR) stake by 3.6% in Q1 2026, selling an estimated $252K and leaving 13,176 shares worth $7.23M. The position accounts for 0.07% of the portfolio, ranked #193.

Clearstead Advisors first reported a position in PWR in Q2 2021 and has held it in 20 quarters since. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Clearstead Advisors held 13,176 shares of Quanta Services worth $7.23M as of Q1 2026.
  • Clearstead Advisors sold 489 Quanta Services shares in Q1 2026, an estimated $252K.
  • Quanta Services made up 0.07% of Clearstead Advisors's portfolio in Q1 2026, its #193 holding.
  • Clearstead Advisors first reported a position in Quanta Services in Q2 2021 and has held it in 20 quarters since.
  • 1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.