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Dynasty Wealth Management’s Quanta Services PWR Stock Holding History

Dynasty 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 		$399K Buy
727
+136
+23% +$70K ﹤0.01% 257
2025
Q4 		$250K Buy
591
+12
+2% +$5.27K ﹤0.01% 312
2025
Q3 		$240K Buy
+579
New +$225K ﹤0.01% 286

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

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

Dynasty Wealth Management increased its Quanta Services (PWR) stake by 23% in Q1 2026, buying an estimated $70K and bringing the position to 727 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Dynasty Wealth Management first reported a position in PWR in Q3 2025 and has held it in 3 quarters since. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Dynasty Wealth Management held 727 shares of Quanta Services worth $399K as of Q1 2026.
  • Dynasty Wealth Management bought 136 Quanta Services shares in Q1 2026, an estimated $70K.
  • Quanta Services made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #257 holding.
  • Dynasty Wealth Management first reported a position in Quanta Services in Q3 2025 and has held it in 3 quarters since.
  • 1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.