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Legacy Capital Wealth Partners’s Quanta Services PWR Stock Holding History

Legacy Capital Wealth Partners’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 		$887K Buy
1,615
+172
+12% +$88.6K 0.18% 117
2025
Q4 		$609K Buy
1,443
+222
+18% +$97.5K 0.13% 166
2025
Q3 		$506K Buy
1,221
+67
+6% +$26K 0.11% 201
2025
Q2 		$436K Buy
1,154
+65
+6% +$20.9K 0.1% 222
2025
Q1 		$277K Buy
1,089
+36
+3% +$10.4K 0.07% 292
2024
Q4 		$333K Sell
1,053
-1,459
-58% -$469K 0.08% 254
2024
Q3 		$749K Buy
+2,512
New +$664K 0.15% 131
2024
Q1 		– Sell
-1,257
Closed -$271K – 282
2023
Q4 		$271K Buy
+1,257
New +$232K 0.08% 234
2023
Q2 		– Sell
-1,240
Closed -$207K – 185
2023
Q1 		$207K Buy
+1,240
New +$191K 0.06% 236

Other funds holding PWR

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return