Lake Street Private Wealth’s Quanta Services PWR Stock Holding History

Lake Street Private 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 Q2	$360K	Hold	500	–	–	0.04%	207
2026 Q1	$275K	Hold	500	–	–	0.04%	217
2025 Q4	$211K	Hold	500	–	–	0.03%	264
2025 Q3	$207K	Buy	+500	New	+$194K	0.03%	266

Other funds holding PWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lake Street Private Wealth's PWR Position: Q2 2026 in Review

Lake Street Private Wealth held its Quanta Services (PWR) position steady in Q2 2026 at 500 shares worth $360K. The position accounts for 0.04% of the portfolio, ranked #207.

Lake Street Private Wealth first reported a position in PWR in Q3 2025 and has held it in 4 quarters since. 1,942 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

Lake Street Private Wealth held 500 shares of Quanta Services worth $360K as of Q2 2026.
Lake Street Private Wealth left its Quanta Services share count unchanged in Q2 2026.
Quanta Services made up 0.04% of Lake Street Private Wealth's portfolio in Q2 2026, its #207 holding.
Lake Street Private Wealth first reported a position in Quanta Services in Q3 2025 and has held it in 4 quarters since.
1,942 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.