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Cooper Financial Group’s Quanta Services PWR Stock Holding History

Cooper Financial Group’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 		$1.15M Buy
+1,599
New +$1.09M 0.1% 147
2026
Q1 		– Sell
-1,282
Closed -$541K – 449
2025
Q4 		$541K Buy
1,282
+22
+2% +$9.67K 0.06% 230
2025
Q3 		$522K Buy
1,260
+128
+11% +$49.8K 0.06% 231
2025
Q2 		$428K Buy
+1,132
New +$363K 0.05% 257
2025
Q1 		– Sell
-1,165
Closed -$368K – 404
2024
Q4 		$368K Buy
1,165
+39
+3% +$12.5K 0.04% 273
2024
Q3 		$336K Buy
1,126
+10
+0.9% +$2.64K 0.04% 299
2024
Q2 		$284K Sell
1,116
-250
-18% -$66.2K 0.04% 308
2024
Q1 		$355K Sell
1,366
-408
-23% -$90.3K 0.06% 261
2023
Q4 		$383K Buy
1,774
+300
+20% +$55.4K 0.07% 243
2023
Q3 		$276K Sell
1,474
-46
-3% -$9.22K 0.07% 263
2023
Q2 		$299K Buy
+1,520
New +$265K 0.07% 252
2023
Q1 		– Sell
-2,459
Closed -$350K – 318
2022
Q4 		$350K Buy
2,459
+158
+7% +$22.4K 0.11% 190
2022
Q3 		$293K Buy
2,301
+209
+10% +$28.6K 0.11% 187
2022
Q2 		$262K Buy
2,092
+43
+2% +$5.28K 0.1% 202
2022
Q1 		$270K Buy
+2,049
New +$228K 0.1% 191

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PP
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

Cooper Financial Group's PWR Position: Q2 2026 in Review

Cooper Financial Group opened a new position in Quanta Services (PWR) in Q2 2026: 1,599 shares worth $1.15M. The stake represents 0.1% of the portfolio and ranks #147 among its holdings. This is a return to the name: Cooper Financial Group previously reported a position in PWR as recently as Q4 2025.

Cooper Financial Group first reported a position in PWR in Q1 2022 and has held it in 15 quarters since. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Cooper Financial Group held 1,599 shares of Quanta Services worth $1.15M as of Q2 2026.
  • Quanta Services was a new Cooper Financial Group position in Q2 2026.
  • Quanta Services made up 0.1% of Cooper Financial Group's portfolio in Q2 2026, its #147 holding.
  • Cooper Financial Group first reported a position in Quanta Services in Q1 2022 and has held it in 15 quarters since.
  • 1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.