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EP Wealth Advisors’s Quanta Services PWR Stock Holding History

EP Wealth Advisors’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 		$9.47M Buy
13,155
+1,642
+14% +$1.12M 0.04% 280
2026
Q1 		$6.32M Buy
11,513
+2,166
+23% +$1.12M 0.03% 270
2025
Q4 		$3.94M Buy
+9,347
New +$4.11M 0.02% 319
2025
Q2 		$5.12M Buy
13,533
+4,447
+49% +$1.43M 0.03% 259
2025
Q1 		$2.31M Buy
9,086
+1,731
+24% +$500K 0.02% 344
2024
Q4 		$2.32M Sell
7,355
-54
-0.7% -$17.4K 0.02% 333
2024
Q3 		$2.21M Buy
7,409
+415
+6% +$110K 0.02% 340
2024
Q2 		$1.78M Buy
6,994
+39
+0.6% +$10.3K 0.02% 299
2024
Q1 		$1.81M Buy
6,955
+6
+0.1% +$1.33K 0.02% 284
2023
Q4 		$1.5M Buy
6,949
+34
+0.5% +$6.28K 0.02% 300
2023
Q3 		$1.29M Buy
6,915
+1,161
+20% +$233K 0.02% 292
2023
Q2 		$1.56M Buy
5,754
+3,932
+216% +$686K 0.02% 280
2023
Q1 		$205K Sell
1,822
-7,068
-80% -$1.09M ﹤0.01% 572
2022
Q4 		$1.27M Buy
+8,890
New +$1.26M 0.02% 253

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

EP Wealth Advisors's PWR Position: Q2 2026 in Review

EP Wealth Advisors increased its Quanta Services (PWR) stake by 14% in Q2 2026, buying an estimated $1.12M and bringing the position to 13,155 shares worth $9.47M. The position accounts for 0.04% of the portfolio, ranked #280.

EP Wealth Advisors first reported a position in PWR in Q4 2022 and has held it in 14 quarters since. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • EP Wealth Advisors held 13,155 shares of Quanta Services worth $9.47M as of Q2 2026.
  • EP Wealth Advisors bought 1,642 Quanta Services shares in Q2 2026, an estimated $1.12M.
  • Quanta Services made up 0.04% of EP Wealth Advisors's portfolio in Q2 2026, its #280 holding.
  • EP Wealth Advisors first reported a position in Quanta Services in Q4 2022 and has held it in 14 quarters since.
  • 1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.