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Dakota Wealth Management’s Quanta Services PWR Stock Holding History

Dakota 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 		$23.6M Sell
32,803
-6,487
-17% -$4.43M 0.45% 51
2026
Q1 		$21.6M Sell
39,290
-3,752
-9% -$1.93M 0.47% 56
2025
Q4 		$18.2M Sell
43,042
-3,316
-7% -$1.46M 0.32% 59
2025
Q3 		$19.2M Buy
46,358
+26,597
+135% +$10.3M 0.39% 53
2025
Q2 		$7.47M Sell
19,761
-2,018
-9% -$648K 0.16% 115
2025
Q1 		$5.54M Buy
21,779
+2,612
+14% +$755K 0.13% 140
2024
Q4 		$6.06M Sell
19,167
-2,556
-12% -$822K 0.14% 134
2024
Q3 		$6.48M Sell
21,723
-9,819
-31% -$2.6M 0.15% 128
2024
Q2 		$8.01M Buy
31,542
+8,669
+38% +$2.3M 0.19% 105
2024
Q1 		$5.94M Sell
22,873
-31,057
-58% -$6.87M 0.15% 139
2023
Q4 		$11.6M Sell
53,930
-6,326
-10% -$1.17M 0.45% 57
2023
Q3 		$11.3M Sell
60,256
-3,583
-6% -$719K 0.5% 49
2023
Q2 		$12.5M Buy
63,839
+16,598
+35% +$2.9M 0.59% 42
2023
Q1 		$7.87M Buy
+47,241
New +$7.26M 0.53% 48

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

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

Dakota Wealth Management reduced its Quanta Services (PWR) stake by 17% in Q2 2026, selling an estimated $4.43M and leaving 32,803 shares worth $23.6M. The position accounts for 0.45% of the portfolio, ranked #51.

Dakota Wealth Management first reported a position in PWR in Q1 2023 and has held it in 14 quarters since. 1,940 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Dakota Wealth Management held 32,803 shares of Quanta Services worth $23.6M as of Q2 2026.
  • Dakota Wealth Management sold 6,487 Quanta Services shares in Q2 2026, an estimated $4.43M.
  • Quanta Services made up 0.45% of Dakota Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Dakota Wealth Management first reported a position in Quanta Services in Q1 2023 and has held it in 14 quarters since.
  • 1,940 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.