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Mark Sheptoff Financial Planning’s Quanta Services PWR Stock Holding History

Mark Sheptoff Financial Planning’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 		$1.3M Hold
1,800
– – 0.69% 27
2026
Q1 		$1.39M Hold
1,800
– – 0.74% 26
2025
Q4 		$760K Hold
1,800
– – 0.36% 42
2025
Q3 		$746K Hold
1,800
– – 0.36% 42
2025
Q2 		$681K Buy
1,800
+450
+33% +$144K 0.36% 46
2025
Q1 		$343K Hold
1,350
– – 0.19% 69
2024
Q4 		$427K Hold
1,350
– – 0.23% 62
2024
Q3 		$403K Hold
1,350
– – 0.21% 60
2024
Q2 		$343K Sell
1,350
-100
-7% -$26.5K 0.19% 69
2024
Q1 		$377K Hold
1,450
– – 0.21% 67
2023
Q4 		$313K Sell
1,450
-100
-6% -$18.5K 0.19% 67
2023
Q3 		$290K Sell
1,550
-1,050
-40% -$211K 0.19% 67
2023
Q2 		$511K Sell
2,600
-300
-10% -$52.4K 0.29% 52
2023
Q1 		$483K Hold
2,900
– – 0.28% 56
2022
Q4 		$413K Buy
2,900
+950
+49% +$135K 0.24% 61
2022
Q3 		$248K Hold
1,950
– – 0.15% 79
2022
Q2 		$244K Sell
1,950
-100
-5% -$12.3K 0.14% 86
2022
Q1 		$270K Sell
2,050
-100
-5% -$11.1K 0.14% 88
2021
Q4 		$247K Buy
2,150
+50
+2% +$5.77K 0.12% 97
2021
Q3 		$239K Buy
2,100
+450
+27% +$45.1K 0.13% 95
2021
Q2 		$149K Buy
1,650
+1,100
+200% +$103K 0.08% 120
2021
Q1 		$48K Sell
550
-2,200
-80% -$175K 0.03% 171
2020
Q4 		$198K Buy
+2,750
New +$181K 0.11% 95

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

Mark Sheptoff Financial Planning's PWR Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Quanta Services (PWR) position steady in Q2 2026 at 1,800 shares worth $1.3M. The position accounts for 0.69% of the portfolio, ranked #27.

Mark Sheptoff Financial Planning first reported a position in PWR in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.39M in Q1 2026. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Mark Sheptoff Financial Planning held 1,800 shares of Quanta Services worth $1.3M as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Quanta Services share count unchanged in Q2 2026.
  • Quanta Services made up 0.69% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #27 holding.
  • Mark Sheptoff Financial Planning first reported a position in Quanta Services in Q4 2020 and has held it in 23 quarters since.
  • Mark Sheptoff Financial Planning's Quanta Services position peaked at $1.39M in Q1 2026.
  • 1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.