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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
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 $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

EP Wealth Advisors's PWR Position: Q1 2026 in Review

EP Wealth Advisors increased its Quanta Services (PWR) stake by 23% in Q1 2026, buying an estimated $1.12M and bringing the position to 11,513 shares worth $6.32M. The position accounts for 0.03% of the portfolio, ranked #270.

EP Wealth Advisors first reported a position in PWR in Q4 2022 and has held it in 13 quarters since. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • EP Wealth Advisors held 11,513 shares of Quanta Services worth $6.32M as of Q1 2026.
  • EP Wealth Advisors bought 2,166 Quanta Services shares in Q1 2026, an estimated $1.12M.
  • Quanta Services made up 0.03% of EP Wealth Advisors's portfolio in Q1 2026, its #270 holding.
  • EP Wealth Advisors first reported a position in Quanta Services in Q4 2022 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 EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.