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Crestmont Private Wealth’s Quanta Services PWR Stock Holding History

Crestmont Private 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
Q1 		$279K Hold
509
– – 0.09% 86
2025
Q4 		$215K Hold
509
– – 0.07% 90
2025
Q3 		$211K Buy
+509
New +$198K 0.07% 87
2024
Q4 		– Sell
-705
Closed -$210K – 111
2024
Q3 		$210K Buy
+705
New +$186K 0.09% 104

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

Crestmont Private Wealth's PWR Position: Q1 2026 in Review

Crestmont Private Wealth held its Quanta Services (PWR) position steady in Q1 2026 at 509 shares worth $279K. The position accounts for 0.09% of the portfolio, ranked #86.

Crestmont Private Wealth first reported a position in PWR in Q3 2024 and has held it in 4 quarters since. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Crestmont Private Wealth held 509 shares of Quanta Services worth $279K as of Q1 2026.
  • Crestmont Private Wealth left its Quanta Services share count unchanged in Q1 2026.
  • Quanta Services made up 0.09% of Crestmont Private Wealth's portfolio in Q1 2026, its #86 holding.
  • Crestmont Private Wealth first reported a position in Quanta Services in Q3 2024 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 Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.