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Legacy Wealth Asset Management’s Quanta Services PWR Stock Holding History

Legacy Wealth Asset Management’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
Q3 		$451K Sell
702
-153
-18% -$98.7K 0.1% 275
2026
Q2 		$616K Sell
855
-2
-0.2% -$1.37K 0.14% 227
2026
Q1 		$471K Buy
857
+11
+1% +$5.67K 0.11% 264
2025
Q4 		$357K Buy
846
+15
+2% +$6.59K 0.09% 299
2025
Q3 		$344K Buy
+831
New +$323K 0.08% 304
2021
Q3 		– Sell
-3,123
Closed -$283K – 305
2021
Q2 		$283K Sell
3,123
-5,473
-64% -$514K 0.13% 253
2021
Q1 		$756K Sell
8,596
-237
-3% -$18.9K 0.35% 114
2020
Q4 		$636K Buy
+8,833
New +$582K 0.32% 127

Other funds holding PWR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AIC
Argus Investors Counsel New York $129M AUM 31.03% 1-Year Est. Return

Legacy Wealth Asset Management's PWR Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Quanta Services (PWR) stake by 18% in Q3 2026, selling an estimated $98.7K and leaving 702 shares worth $451K. The position accounts for 0.1% of the portfolio, ranked #275.

Legacy Wealth Asset Management first reported a position in PWR in Q4 2020 and has held it in 8 quarters since. The position peaked at $756K in Q1 2021. 90 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

  • Legacy Wealth Asset Management held 702 shares of Quanta Services worth $451K as of Q3 2026.
  • Legacy Wealth Asset Management sold 153 Quanta Services shares in Q3 2026, an estimated $98.7K.
  • Quanta Services made up 0.1% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #275 holding.
  • Legacy Wealth Asset Management first reported a position in Quanta Services in Q4 2020 and has held it in 8 quarters since.
  • Legacy Wealth Asset Management's Quanta Services position peaked at $756K in Q1 2021.
  • 90 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.