LWMI
PWR icon

Legacy Wealth Management (Idaho)’s Quanta Services PWR Stock Holding History

Legacy Wealth Management (Idaho)’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 		$279K Buy
387
+2
+0.5% +$1.37K 0.11% 153
2026
Q1 		$211K Hold
385
– – 0.11% 118
2025
Q4 		$162K Buy
385
+286
+289% +$126K 0.08% 111
2025
Q3 		$41K Hold
99
– – 0.02% 194
2025
Q2 		$37.4K Buy
99
+4
+4% +$1.28K 0.02% 180
2025
Q1 		$24.1K Hold
95
– – 0.02% 219
2024
Q4 		$29.7K Hold
95
– – 0.02% 169
2024
Q3 		$31.1K Buy
+95
New +$25.1K 0.02% 158

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 $3.38T AUM 44.17% 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 Wealth Management (Idaho)'s PWR Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its Quanta Services (PWR) stake by 0.52% in Q2 2026, buying an estimated $1.37K and bringing the position to 387 shares worth $279K. The position accounts for 0.11% of the portfolio, ranked #153.

Legacy Wealth Management (Idaho) first reported a position in PWR in Q3 2024 and has held it in 8 quarters since. 1,942 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 387 shares of Quanta Services worth $279K as of Q2 2026.
  • Legacy Wealth Management (Idaho) bought 2 Quanta Services shares in Q2 2026, an estimated $1.37K.
  • Quanta Services made up 0.11% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #153 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Quanta Services in Q3 2024 and has held it in 8 quarters since.
  • 1,942 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.