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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
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 $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

Dakota Wealth Management's PWR Position: Q1 2026 in Review

Dakota Wealth Management reduced its Quanta Services (PWR) stake by 8.7% in Q1 2026, selling an estimated $1.93M and leaving 39,290 shares worth $21.6M. The position accounts for 0.47% of the portfolio, ranked #56.

Dakota Wealth Management first reported a position in PWR in Q1 2023 and has held it in 13 quarters since. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Dakota Wealth Management held 39,290 shares of Quanta Services worth $21.6M as of Q1 2026.
  • Dakota Wealth Management sold 3,752 Quanta Services shares in Q1 2026, an estimated $1.93M.
  • Quanta Services made up 0.47% of Dakota Wealth Management's portfolio in Q1 2026, its #56 holding.
  • Dakota Wealth Management first reported a position in Quanta Services in Q1 2023 and has held it in 13 quarters since.
  • 1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.