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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
Q2 		$425K Sell
590
-137
-19% -$93.6K ﹤0.01% 277
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 $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

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

Dynasty Wealth Management reduced its Quanta Services (PWR) stake by 19% in Q2 2026, selling an estimated $93.6K and leaving 590 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Dynasty Wealth Management first reported a position in PWR in Q3 2025 and has held it in 4 quarters since. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Dynasty Wealth Management held 590 shares of Quanta Services worth $425K as of Q2 2026.
  • Dynasty Wealth Management sold 137 Quanta Services shares in Q2 2026, an estimated $93.6K.
  • Quanta Services made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #277 holding.
  • Dynasty Wealth Management first reported a position in Quanta Services in Q3 2025 and has held it in 4 quarters since.
  • 1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

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