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PWR icon

CreativeOne Wealth’s Quanta Services PWR Stock Holding History

CreativeOne Wealth’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 		$1.25M Sell
1,731
-149
-8% -$102K 0.03% 499
2026
Q1 		$1.03M Buy
1,880
+197
+12% +$101K 0.02% 567
2025
Q4 		$710K Sell
1,683
-93
-5% -$40.9K 0.02% 667
2025
Q3 		$736K Sell
1,776
-940
-35% -$365K 0.02% 653
2025
Q2 		$1.03M Buy
2,716
+329
+14% +$106K 0.03% 524
2025
Q1 		$607K Buy
2,387
+264
+12% +$76.3K 0.02% 629
2024
Q4 		$671K Sell
2,123
-76
-3% -$24.4K 0.02% 605
2024
Q3 		$656K Buy
+2,199
New +$581K 0.02% 545
2023
Q3 		– Sell
-1,251
Closed -$246K – 765
2023
Q2 		$246K Buy
+1,251
New +$218K 0.01% 708

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

CreativeOne Wealth's PWR Position: Q2 2026 in Review

CreativeOne Wealth reduced its Quanta Services (PWR) stake by 7.9% in Q2 2026, selling an estimated $102K and leaving 1,731 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #499.

CreativeOne Wealth first reported a position in PWR in Q2 2023 and has held it in 9 quarters since. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • CreativeOne Wealth held 1,731 shares of Quanta Services worth $1.25M as of Q2 2026.
  • CreativeOne Wealth sold 149 Quanta Services shares in Q2 2026, an estimated $102K.
  • Quanta Services made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #499 holding.
  • CreativeOne Wealth first reported a position in Quanta Services in Q2 2023 and has held it in 9 quarters since.
  • 1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.