Heritage Trust’s Quanta Services PWR Stock Holding History

Heritage Trust’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	$396K	Buy	+550	New	+$376K	0.03%	250

Other funds holding PWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Trust's PWR Position: Q2 2026 in Review

Heritage Trust opened a new position in Quanta Services (PWR) in Q2 2026: 550 shares worth $396K. The stake represents 0.03% of the portfolio and ranks #250 among its holdings.

1,928 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

Heritage Trust held 550 shares of Quanta Services worth $396K as of Q2 2026.
Quanta Services was a new Heritage Trust position in Q2 2026.
Quanta Services made up 0.03% of Heritage Trust's portfolio in Q2 2026, its #250 holding.
1,928 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.