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Finivi Inc’s Quanta Services PWR Stock Holding History

Finivi Inc’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 		$468K Sell
650
-16
-2% -$10.9K 0.24% 79
2026
Q1 		$366K Sell
666
-64
-9% -$33K 0.2% 79
2025
Q4 		$308K Sell
730
-42
-5% -$18.5K 0.18% 83
2025
Q3 		$320K Sell
772
-11
-1% -$4.28K 0.2% 81
2025
Q2 		$296K Sell
783
-126
-14% -$40.4K 0.2% 82
2025
Q1 		$231K Buy
909
+71
+8% +$20.5K 0.19% 79
2024
Q4 		$265K Buy
+838
New +$270K 0.21% 78

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

Finivi Inc's PWR Position: Q2 2026 in Review

Finivi Inc reduced its Quanta Services (PWR) stake by 2.4% in Q2 2026, selling an estimated $10.9K and leaving 650 shares worth $468K. The position accounts for 0.24% of the portfolio, ranked #79.

Finivi Inc first reported a position in PWR in Q4 2024 and has held it in 7 quarters since. 1,904 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Finivi Inc held 650 shares of Quanta Services worth $468K as of Q2 2026.
  • Finivi Inc sold 16 Quanta Services shares in Q2 2026, an estimated $10.9K.
  • Quanta Services made up 0.24% of Finivi Inc's portfolio in Q2 2026, its #79 holding.
  • Finivi Inc first reported a position in Quanta Services in Q4 2024 and has held it in 7 quarters since.
  • 1,904 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.