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Fortem Financial Group’s Quanta Services PWR Stock Holding History

Fortem Financial Group’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 		$841K Hold
1,168
– – 0.17% 97
2026
Q1 		$641K Buy
1,168
+30
+3% +$15.4K 0.16% 110
2025
Q4 		$480K Hold
1,138
– – 0.13% 117
2025
Q3 		$472K Sell
1,138
-178
-14% -$69.2K 0.14% 114
2025
Q2 		$498K Hold
1,316
– – 0.16% 110
2025
Q1 		$335K Buy
1,316
+515
+64% +$149K 0.13% 146
2024
Q4 		$253K Hold
801
– – 0.1% 157
2024
Q3 		$239K Hold
801
– – 0.1% 159
2024
Q2 		$204K Hold
801
– – 0.09% 160
2024
Q1 		$208K Buy
+801
New +$177K 0.09% 156
2023
Q1 		– Sell
-2,440
Closed -$348K – 160
2022
Q4 		$348K Hold
2,440
– – 0.2% 125
2022
Q3 		$311K Sell
2,440
-60
-2% -$8.21K 0.22% 125
2022
Q2 		$313K Sell
2,500
-1,043
-29% -$128K 0.2% 138
2022
Q1 		$466K Sell
3,543
-2,727
-43% -$303K 0.2% 112
2021
Q4 		$719K Sell
6,270
-6
-0.1% -$692 0.33% 99
2021
Q3 		$714K Buy
6,276
+57
+0.9% +$5.71K 0.36% 94
2021
Q2 		$563K Buy
6,219
+87
+1% +$8.17K 0.29% 104
2021
Q1 		$539K Sell
6,132
-196
-3% -$15.6K 0.31% 99
2020
Q4 		$456K Sell
6,328
-52
-0.8% -$3.43K 0.27% 96
2020
Q3 		$337K Sell
6,380
-18,499
-74% -$861K 0.24% 103
2020
Q2 		$976K Buy
24,879
+1,013
+4% +$36.1K 0.75% 48
2020
Q1 		$757K Sell
23,866
-5,680
-19% -$211K 0.69% 50
2019
Q4 		$1.2M Sell
29,546
-1,243
-4% -$50.7K 0.89% 46
2019
Q3 		$1.16M Buy
+30,789
New +$1.11M 0.99% 46

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

Fortem Financial Group's PWR Position: Q2 2026 in Review

Fortem Financial Group held its Quanta Services (PWR) position steady in Q2 2026 at 1,168 shares worth $841K. The position accounts for 0.17% of the portfolio, ranked #97.

Fortem Financial Group first reported a position in PWR in Q3 2019 and has held it in 24 quarters since. The position peaked at $1.2M in Q4 2019. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Fortem Financial Group held 1,168 shares of Quanta Services worth $841K as of Q2 2026.
  • Fortem Financial Group left its Quanta Services share count unchanged in Q2 2026.
  • Quanta Services made up 0.17% of Fortem Financial Group's portfolio in Q2 2026, its #97 holding.
  • Fortem Financial Group first reported a position in Quanta Services in Q3 2019 and has held it in 24 quarters since.
  • Fortem Financial Group's Quanta Services position peaked at $1.2M in Q4 2019.
  • 1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.