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Legacy Financial Advisors’s Quanta Services PWR Stock Holding History

Legacy Financial 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 		$501K Buy
696
+37
+6% +$25.3K 0.06% 244
2026
Q1 		$362K Buy
659
+106
+19% +$54.6K 0.05% 290
2025
Q4 		$233K Buy
553
+27
+5% +$11.9K 0.03% 358
2025
Q3 		$218K Buy
+526
New +$204K 0.03% 387
2019
Q2 		– Sell
-251
Closed -$9K – 708
2019
Q1 		$9K Hold
251
– – ﹤0.01% 642
2018
Q4 		$8K Sell
251
-4,109
-94% -$133K ﹤0.01% 630
2018
Q3 		$145K Hold
4,360
– – 0.05% 131
2018
Q2 		$147K Buy
+4,360
New +$153K 0.06% 125

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

Legacy Financial Advisors's PWR Position: Q2 2026 in Review

Legacy Financial Advisors increased its Quanta Services (PWR) stake by 5.6% in Q2 2026, buying an estimated $25.3K and bringing the position to 696 shares worth $501K. The position accounts for 0.06% of the portfolio, ranked #244.

Legacy Financial Advisors first reported a position in PWR in Q2 2018 and has held it in 8 quarters since. 1,941 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Legacy Financial Advisors held 696 shares of Quanta Services worth $501K as of Q2 2026.
  • Legacy Financial Advisors bought 37 Quanta Services shares in Q2 2026, an estimated $25.3K.
  • Quanta Services made up 0.06% of Legacy Financial Advisors's portfolio in Q2 2026, its #244 holding.
  • Legacy Financial Advisors first reported a position in Quanta Services in Q2 2018 and has held it in 8 quarters since.
  • 1,941 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.