LWM Advisory Services’s Quanta Services PWR Stock Holding History

LWM Advisory Services’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	–	Sell	-541	Closed	-$228K	–	83
2025 Q4	$228K	Sell	541 -5	-0.9%	-$2.2K	0.13%	78
2025 Q3	$232K	Sell	546 -69	-11%	-$26.8K	0.14%	89
2025 Q2	$233K	Sell	615 -165	-21%	-$53K	0.16%	87
2025 Q1	$201K	Hold	780	–	–	0.14%	95
2024 Q4	$246K	Hold	780	–	–	0.17%	85
2024 Q3	$233K	Buy	+780	New	+$206K	0.17%	86
2024 Q2	–	Sell	-1,090	Closed	-$283K	–	88
2024 Q1	$283K	Hold	1,090	–	–	0.23%	76
2023 Q4	$235K	Sell	1,090 -50	-4%	-$9.24K	0.21%	73
2023 Q3	$201K	Hold	1,140	–	–	0.22%	73
2023 Q2	$221K	Buy	+1,140	New	+$199K	0.23%	70

Other funds holding PWR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LWM Advisory Services's PWR Position: Q1 2026 in Review

LWM Advisory Services sold out of Quanta Services (PWR) in Q1 2026, closing a stake of 541 shares — an estimated $228K sold.

LWM Advisory Services first reported a position in PWR in Q2 2023 and held it in 10 quarters. The position peaked at $283K in Q1 2024. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

LWM Advisory Services reported no remaining Quanta Services position as of Q1 2026 after selling out during the quarter.
LWM Advisory Services sold 541 Quanta Services shares in Q1 2026, an estimated $228K.
LWM Advisory Services first reported a position in Quanta Services in Q2 2023 and held it in 10 quarters.
LWM Advisory Services's Quanta Services position peaked at $283K in Q1 2024.
1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.