Mascoma Wealth Management’s Quanta Services PWR Stock Holding History

Mascoma Wealth 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 Q2	$2.88K	Hold	4	–	–	﹤0.01%	425
2026 Q1	$2.2K	Buy	+4	New	+$2.06K	﹤0.01%	413
2019 Q2	–	Sell	-500	Closed	-$19K	–	404
2019 Q1	$19K	Hold	500	–	–	0.01%	227
2018 Q4	$15K	Hold	500	–	–	0.01%	235
2018 Q3	$17K	Hold	500	–	–	0.01%	249
2018 Q2	$17K	Hold	500	–	–	0.01%	236
2018 Q1	$17K	Hold	500	–	–	0.01%	231
2017 Q4	$18K	Hold	500	–	–	0.01%	222
2017 Q3	$19K	Hold	500	–	–	0.01%	235
2017 Q2	$16K	Buy	+500	New	+$16.7K	0.01%	255

Other funds holding PWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mascoma Wealth Management's PWR Position: Q2 2026 in Review

Mascoma Wealth Management held its Quanta Services (PWR) position steady in Q2 2026 at 4 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Mascoma Wealth Management first reported a position in PWR in Q2 2017 and has held it in 10 quarters since. The position peaked at $19K in Q1 2019. 1,934 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

Mascoma Wealth Management held 4 shares of Quanta Services worth $2.88K as of Q2 2026.
Mascoma Wealth Management left its Quanta Services share count unchanged in Q2 2026.
Quanta Services made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #425 holding.
Mascoma Wealth Management first reported a position in Quanta Services in Q2 2017 and has held it in 10 quarters since.
Mascoma Wealth Management's Quanta Services position peaked at $19K in Q1 2019.
1,934 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.