CWM
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Collaborative Wealth Management’s Quanta Services PWR Stock Holding History

Collaborative 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
Q1 		– Sell
-511
Closed -$216K – 222
2025
Q4 		$216K Buy
+511
New +$225K 0.08% 221

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

Collaborative Wealth Management's PWR Position: Q1 2026 in Review

Collaborative Wealth Management sold out of Quanta Services (PWR) in Q1 2026, closing a stake of 511 shares — an estimated $216K sold.

Collaborative Wealth Management first reported a position in PWR in Q4 2025 and held it in 1 quarter. The position peaked at $216K in Q4 2025. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Collaborative Wealth Management reported no remaining Quanta Services position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 511 Quanta Services shares in Q1 2026, an estimated $216K.
  • Collaborative Wealth Management first reported a position in Quanta Services in Q4 2025 and held it in 1 quarter.
  • Collaborative Wealth Management's Quanta Services position peaked at $216K in Q4 2025.
  • 1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.