CWM
PWR icon

Connecticut Wealth Management’s Quanta Services PWR Stock Holding History

Connecticut 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
Q2 		$860K Hold
1,195
– – 0.03% 183
2026
Q1 		$656K Sell
1,195
-65
-5% -$33.5K 0.03% 200
2025
Q4 		$532K Hold
1,260
– – 0.02% 222
2025
Q3 		$522K Hold
1,260
– – 0.02% 230
2025
Q2 		$476K Sell
1,260
-91
-7% -$29.2K 0.02% 217
2025
Q1 		$343K Sell
1,351
-8
-0.6% -$2.31K 0.02% 242
2024
Q4 		$429K Buy
1,359
+8
+0.6% +$2.57K 0.02% 201
2024
Q3 		$403K Buy
+1,351
New +$357K 0.02% 236

Other funds holding PWR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Connecticut Wealth Management's PWR Position: Q2 2026 in Review

Connecticut Wealth Management held its Quanta Services (PWR) position steady in Q2 2026 at 1,195 shares worth $860K. The position accounts for 0.03% of the portfolio, ranked #183.

Connecticut Wealth Management first reported a position in PWR in Q3 2024 and has held it in 8 quarters since. 901 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Connecticut Wealth Management held 1,195 shares of Quanta Services worth $860K as of Q2 2026.
  • Connecticut Wealth Management left its Quanta Services share count unchanged in Q2 2026.
  • Quanta Services made up 0.03% of Connecticut Wealth Management's portfolio in Q2 2026, its #183 holding.
  • Connecticut Wealth Management first reported a position in Quanta Services in Q3 2024 and has held it in 8 quarters since.
  • 901 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.