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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mission Wealth Management's PWR Position: Q1 2026 in Review

Mission Wealth Management increased its Quanta Services (PWR) stake by 12% in Q1 2026, buying an estimated $65.4K and bringing the position to 1,199 shares worth $658K. The position accounts for 0.01% of the portfolio, ranked #417.

Mission Wealth Management first reported a position in PWR in Q3 2025 and has held it in 3 quarters since. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Mission Wealth Management held 1,199 shares of Quanta Services worth $658K as of Q1 2026.
  • Mission Wealth Management bought 127 Quanta Services shares in Q1 2026, an estimated $65.4K.
  • Quanta Services made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #417 holding.
  • Mission Wealth Management first reported a position in Quanta Services in Q3 2025 and has held it in 3 quarters since.
  • 1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.