MWM
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Mission Wealth Management’s Quanta Services PWR Stock Holding History

Mission 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 		$4.17M Buy
5,791
+4,592
+383% +$3.14M 0.05% 199
2026
Q1 		$658K Buy
1,199
+127
+12% +$65.4K 0.01% 417
2025
Q4 		$452K Buy
1,072
+559
+109% +$246K 0.01% 511
2025
Q3 		$213K Buy
+513
New +$199K ﹤0.01% 670

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

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

Mission Wealth Management increased its Quanta Services (PWR) stake by 383% in Q2 2026, buying an estimated $3.14M and bringing the position to 5,791 shares worth $4.17M. The position accounts for 0.05% of the portfolio, ranked #199.

Mission Wealth Management first reported a position in PWR in Q3 2025 and has held it in 4 quarters since. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Mission Wealth Management held 5,791 shares of Quanta Services worth $4.17M as of Q2 2026.
  • Mission Wealth Management bought 4,592 Quanta Services shares in Q2 2026, an estimated $3.14M.
  • Quanta Services made up 0.05% of Mission Wealth Management's portfolio in Q2 2026, its #199 holding.
  • Mission Wealth Management first reported a position in Quanta Services in Q3 2025 and has held it in 4 quarters since.
  • 1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.