Journey Strategic Wealth’s Quanta Services PWR Stock Holding History

Journey Strategic Wealth’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 Q1	$697K	Buy	1,269 +120	+10%	+$61.8K	0.02%	267
2025 Q4	$485K	Buy	1,149 +29	+3%	+$12.7K	0.01%	318
2025 Q3	$464K	Sell	1,120 -21	-2%	-$8.16K	0.01%	319
2025 Q2	$431K	Sell	1,141 -16	-1%	-$5.14K	0.01%	328
2025 Q1	$294K	Buy	1,157 +6	+0.5%	+$1.73K	0.01%	339
2024 Q4	$364K	Buy	1,151 +3	+0.3%	+$965	0.01%	290
2024 Q3	$342K	Buy	1,148 +36	+3%	+$9.52K	0.01%	300
2024 Q2	$283K	Buy	1,112 +22	+2%	+$5.83K	0.01%	269
2024 Q1	$283K	Sell	1,090 -12	-1%	-$2.65K	0.01%	197
2023 Q4	$238K	Hold	1,102	–	–	0.01%	177
2023 Q3	$206K	Hold	1,102	–	–	0.01%	170
2023 Q2	$216K	Buy	+1,102	New	+$192K	0.01%	158

Other funds holding PWR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Journey Strategic Wealth's PWR Position: Q1 2026 in Review

Journey Strategic Wealth increased its Quanta Services (PWR) stake by 10% in Q1 2026, buying an estimated $61.8K and bringing the position to 1,269 shares worth $697K. The position accounts for 0.02% of the portfolio, ranked #267.

Journey Strategic Wealth first reported a position in PWR in Q2 2023 and has held it in 12 quarters since. 1,734 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

Journey Strategic Wealth held 1,269 shares of Quanta Services worth $697K as of Q1 2026.
Journey Strategic Wealth bought 120 Quanta Services shares in Q1 2026, an estimated $61.8K.
Quanta Services made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #267 holding.
Journey Strategic Wealth first reported a position in Quanta Services in Q2 2023 and has held it in 12 quarters since.
1,734 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.