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Dogwood Wealth Management’s Quanta Services PWR Stock Holding History

Dogwood 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 		$30.2K Buy
42
+2
+5% +$1.37K 0.01% 203
2026
Q1 		$22K Buy
40
+10
+33% +$5.15K 0.01% 230
2025
Q4 		$12.7K Buy
30
+15
+100% +$6.59K 0.01% 262
2025
Q3 		$6.22K Hold
15
– – ﹤0.01% 356
2025
Q2 		$5.66K Buy
15
+14
+1,400% +$4.49K ﹤0.01% 404
2025
Q1 		$254 Buy
+1
New +$289 ﹤0.01% 510
2024
Q3 		– Hold
0
– – – 337
2024
Q2 		– Hold
0
– – – 410
2024
Q1 		– Hold
0
– – – 402
2023
Q4 		– Hold
0
– – – 398

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 $3.38T AUM 44.17% 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

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

Dogwood Wealth Management increased its Quanta Services (PWR) stake by 5% in Q2 2026, buying an estimated $1.37K and bringing the position to 42 shares worth $30.2K. The position accounts for 0.01% of the portfolio, ranked #203.

Dogwood Wealth Management first reported a position in PWR in Q1 2025 and has held it in 6 quarters since. 1,942 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Dogwood Wealth Management held 42 shares of Quanta Services worth $30.2K as of Q2 2026.
  • Dogwood Wealth Management bought 2 Quanta Services shares in Q2 2026, an estimated $1.37K.
  • Quanta Services made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Dogwood Wealth Management first reported a position in Quanta Services in Q1 2025 and has held it in 6 quarters since.
  • 1,942 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.