IFWM
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Institute for Wealth Management’s Quanta Services PWR Stock Holding History

Institute for 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 		$1.52M Sell
2,112
-2
-0.1% -$1.37K 0.13% 148
2026
Q1 		$1.16M Sell
2,114
-13
-0.6% -$6.7K 0.12% 176
2025
Q4 		$898K Sell
2,127
-110
-5% -$48.3K 0.1% 216
2025
Q3 		$927K Sell
2,237
-47
-2% -$18.3K 0.1% 212
2025
Q2 		$864K Buy
2,284
+120
+6% +$38.5K 0.1% 220
2025
Q1 		$550K Hold
2,164
– – 0.07% 276
2024
Q4 		$684K Hold
2,164
– – 0.09% 236
2024
Q3 		$645K Sell
2,164
-72
-3% -$19K 0.08% 245
2024
Q2 		$568K Sell
2,236
-75
-3% -$19.9K 0.08% 254
2024
Q1 		$600K Sell
2,311
-21
-0.9% -$4.65K 0.08% 253
2023
Q4 		$503K Buy
2,332
+205
+10% +$37.9K 0.08% 266
2023
Q3 		$398K Sell
2,127
-94
-4% -$18.9K 0.07% 295
2023
Q2 		$436K Hold
2,221
– – 0.07% 291
2023
Q1 		$370K Sell
2,221
-55
-2% -$8.46K 0.07% 311
2022
Q4 		$324K Hold
2,276
– – 0.07% 335
2022
Q3 		$290K Hold
2,276
– – 0.07% 344
2022
Q2 		$285K Sell
2,276
-45
-2% -$5.52K 0.06% 404
2022
Q1 		$305K Hold
2,321
– – 0.05% 423
2021
Q4 		$266K Hold
2,321
– – 0.04% 404
2021
Q3 		$264K Sell
2,321
-100
-4% -$10K 0.05% 408
2021
Q2 		$219K Hold
2,421
– – 0.04% 442
2021
Q1 		$213K Buy
+2,421
New +$193K 0.04% 433

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

Institute for Wealth Management's PWR Position: Q2 2026 in Review

Institute for Wealth Management reduced its Quanta Services (PWR) stake by 0.09% in Q2 2026, selling an estimated $1.37K and leaving 2,112 shares worth $1.52M. The position accounts for 0.13% of the portfolio, ranked #148.

Institute for Wealth Management first reported a position in PWR in Q1 2021 and has held it in 22 quarters since. 1,934 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Institute for Wealth Management held 2,112 shares of Quanta Services worth $1.52M as of Q2 2026.
  • Institute for Wealth Management sold 2 Quanta Services shares in Q2 2026, an estimated $1.37K.
  • Quanta Services made up 0.13% of Institute for Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Institute for Wealth Management first reported a position in Quanta Services in Q1 2021 and has held it in 22 quarters since.
  • 1,934 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.