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Evermay Wealth Management’s Quanta Services PWR Stock Holding History

Evermay 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 		$11.5K Buy
+16
New +$10.9K ﹤0.01% 493
2024
Q1 		– Sell
-2
Closed -$432 – 705
2023
Q4 		$432 Buy
+2
New +$370 ﹤0.01% 574

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

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

Evermay Wealth Management opened a new position in Quanta Services (PWR) in Q2 2026: 16 shares worth $11.5K. The stake represents ﹤0.01% of the portfolio and ranks #493 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in PWR as recently as Q4 2023.

Evermay Wealth Management first reported a position in PWR in Q4 2023 and has held it in 2 quarters since. 1,940 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Evermay Wealth Management held 16 shares of Quanta Services worth $11.5K as of Q2 2026.
  • Quanta Services was a new Evermay Wealth Management position in Q2 2026.
  • Quanta Services made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #493 holding.
  • Evermay Wealth Management first reported a position in Quanta Services in Q4 2023 and has held it in 2 quarters since.
  • 1,940 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.