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Herold Advisors’s Quanta Services PWR Stock Holding History

Herold 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
Q2 		$306K Sell
425
-100
-19% -$68.4K 0.06% 227
2026
Q1 		$288K Sell
525
-175
-25% -$90.1K 0.06% 220
2025
Q4 		$295K Hold
700
– – 0.07% 205
2025
Q3 		$290K Buy
+700
New +$272K 0.07% 206
2023
Q3 		– Sell
-1,500
Closed -$295K – 257
2023
Q2 		$295K Hold
1,500
– – 0.09% 201
2023
Q1 		$250K Hold
1,500
– – 0.09% 202
2022
Q4 		$214K Buy
+1,500
New +$213K 0.09% 194
2022
Q3 		– Sell
-2,000
Closed -$250K – 193
2022
Q2 		$250K Hold
2,000
– – 0.11% 169
2022
Q1 		$263K Buy
+2,000
New +$222K 0.09% 176
2021
Q4 		– Sell
-2,000
Closed -$227K – 539
2021
Q3 		$227K Buy
+2,000
New +$201K 0.09% 182

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

Herold Advisors's PWR Position: Q2 2026 in Review

Herold Advisors reduced its Quanta Services (PWR) stake by 19% in Q2 2026, selling an estimated $68.4K and leaving 425 shares worth $306K. The position accounts for 0.06% of the portfolio, ranked #227.

Herold Advisors first reported a position in PWR in Q3 2021 and has held it in 10 quarters since. 1,934 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Herold Advisors held 425 shares of Quanta Services worth $306K as of Q2 2026.
  • Herold Advisors sold 100 Quanta Services shares in Q2 2026, an estimated $68.4K.
  • Quanta Services made up 0.06% of Herold Advisors's portfolio in Q2 2026, its #227 holding.
  • Herold Advisors first reported a position in Quanta Services in Q3 2021 and has held it in 10 quarters since.
  • 1,934 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.