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Compass Ion Advisors’s Quanta Services PWR Stock Holding History

Compass Ion 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 		$380K Sell
692
-76
-10% -$39.1K 0.04% 202
2025
Q4 		$324K Hold
768
– – 0.03% 211
2025
Q3 		$318K Hold
768
– – 0.03% 219
2025
Q2 		$290K Buy
+768
New +$247K 0.03% 217

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

Compass Ion Advisors's PWR Position: Q1 2026 in Review

Compass Ion Advisors reduced its Quanta Services (PWR) stake by 9.9% in Q1 2026, selling an estimated $39.1K and leaving 692 shares worth $380K. The position accounts for 0.04% of the portfolio, ranked #202.

Compass Ion Advisors first reported a position in PWR in Q2 2025 and has held it in 4 quarters since. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Compass Ion Advisors held 692 shares of Quanta Services worth $380K as of Q1 2026.
  • Compass Ion Advisors sold 76 Quanta Services shares in Q1 2026, an estimated $39.1K.
  • Quanta Services made up 0.04% of Compass Ion Advisors's portfolio in Q1 2026, its #202 holding.
  • Compass Ion Advisors first reported a position in Quanta Services in Q2 2025 and has held it in 4 quarters since.
  • 1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.