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Kestra Private Wealth Services’s Quanta Services PWR Stock Holding History

Kestra Private Wealth Services’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 		$5.58M Sell
7,747
-6,278
-45% -$4.29M 0.06% 313
2026
Q1 		$7.7M Sell
14,025
-384
-3% -$198K 0.09% 235
2025
Q4 		$6.08M Buy
14,409
+1,502
+12% +$660K 0.08% 273
2025
Q3 		$5.35M Buy
12,907
+4,495
+53% +$1.75M 0.07% 287
2025
Q2 		$3.18M Buy
8,412
+656
+8% +$211K 0.05% 384
2025
Q1 		$1.97M Buy
7,756
+3,004
+63% +$868K 0.03% 461
2024
Q4 		$1.5M Buy
4,752
+2,184
+85% +$703K 0.03% 514
2024
Q3 		$766K Buy
2,568
+55
+2% +$14.5K 0.01% 702
2024
Q2 		$639K Buy
2,513
+81
+3% +$21.5K 0.01% 735
2024
Q1 		$632K Buy
2,432
+251
+12% +$55.5K 0.01% 707
2023
Q4 		$471K Sell
2,181
-76
-3% -$14K 0.01% 753
2023
Q3 		$422K Buy
2,257
+79
+4% +$15.8K 0.01% 729
2023
Q2 		$428K Buy
2,178
+243
+13% +$42.4K 0.01% 687
2023
Q1 		$322K Sell
1,935
-1,730
-47% -$266K 0.01% 758
2022
Q4 		$522K Buy
3,665
+2,073
+130% +$294K 0.03% 514
2022
Q3 		$203K Sell
1,592
-948
-37% -$130K 0.01% 787
2022
Q2 		$318K Sell
2,540
-13
-0.5% -$1.59K 0.02% 638
2022
Q1 		$336K Buy
2,553
+32
+1% +$3.56K 0.02% 702
2021
Q4 		$289K Buy
2,521
+78
+3% +$9K 0.01% 776
2021
Q3 		$278K Buy
2,443
+3
+0.1% +$301 0.02% 736
2021
Q2 		$221K Buy
2,440
+166
+7% +$15.6K 0.01% 778
2021
Q1 		$200K Sell
2,274
-840
-27% -$66.9K 0.01% 741
2020
Q4 		$222K Sell
3,114
-861
-22% -$56.8K 0.02% 638
2020
Q3 		$210K Buy
+3,975
New +$185K 0.02% 587

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's PWR Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Quanta Services (PWR) stake by 45% in Q2 2026, selling an estimated $4.29M and leaving 7,747 shares worth $5.58M. The position accounts for 0.06% of the portfolio, ranked #313.

Kestra Private Wealth Services first reported a position in PWR in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.7M in Q1 2026. 1,942 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Kestra Private Wealth Services held 7,747 shares of Quanta Services worth $5.58M as of Q2 2026.
  • Kestra Private Wealth Services sold 6,278 Quanta Services shares in Q2 2026, an estimated $4.29M.
  • Quanta Services made up 0.06% of Kestra Private Wealth Services's portfolio in Q2 2026, its #313 holding.
  • Kestra Private Wealth Services first reported a position in Quanta Services in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Quanta Services position peaked at $7.7M in Q1 2026.
  • 1,942 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.