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Kingswood Wealth Advisors’s Quanta Services PWR Stock Holding History

Kingswood Wealth 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 		$1.36M Sell
1,885
-138
-7% -$94.3K 0.05% 340
2026
Q1 		$1.11M Buy
2,023
+205
+11% +$106K 0.05% 357
2025
Q4 		$767K Buy
1,818
+1,190
+189% +$523K 0.04% 406
2025
Q3 		$260K Buy
+628
New +$244K 0.02% 673

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

Kingswood Wealth Advisors's PWR Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Quanta Services (PWR) stake by 6.8% in Q2 2026, selling an estimated $94.3K and leaving 1,885 shares worth $1.36M. The position accounts for 0.05% of the portfolio, ranked #340.

Kingswood Wealth Advisors first reported a position in PWR in Q3 2025 and has held it in 4 quarters since. 1,934 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Kingswood Wealth Advisors held 1,885 shares of Quanta Services worth $1.36M as of Q2 2026.
  • Kingswood Wealth Advisors sold 138 Quanta Services shares in Q2 2026, an estimated $94.3K.
  • Quanta Services made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #340 holding.
  • Kingswood Wealth Advisors first reported a position in Quanta Services in Q3 2025 and has held it in 4 quarters since.
  • 1,934 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.