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Montag & Associates’s Quanta Services PWR Stock Holding History

Montag & Associates’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 		$99K Sell
180
-1
-0.6% -$515 ﹤0.01% 506
2025
Q4 		$76.2K Sell
181
-1
-0.5% -$439 ﹤0.01% 541
2025
Q3 		$75.3K Buy
182
+24
+15% +$9.33K ﹤0.01% 523
2025
Q2 		$59.9K Hold
158
– – ﹤0.01% 549
2025
Q1 		$40.2K Sell
158
-12,026
-99% -$3.48M ﹤0.01% 647
2024
Q4 		$3.85M Sell
12,184
-126
-1% -$40.5K 0.18% 117
2024
Q3 		$3.67M Buy
12,310
+12,007
+3,963% +$3.17M 0.17% 123
2024
Q2 		$76.9K Hold
303
– – ﹤0.01% 529
2024
Q1 		$78.6K Buy
303
+292
+2,655% +$64.6K ﹤0.01% 524
2023
Q4 		$2.46K Sell
11
-420
-97% -$77.6K ﹤0.01% 857
2023
Q3 		$80.7K Buy
431
+25
+6% +$5.01K 0.01% 475
2023
Q2 		$79.8K Buy
406
+81
+25% +$14.1K ﹤0.01% 495
2023
Q1 		$54.2K Buy
325
+300
+1,200% +$46.1K ﹤0.01% 543
2022
Q4 		$3.56K Buy
+25
New +$3.55K ﹤0.01% 843
2021
Q4 		– Sell
-600
Closed -$68K – 901
2021
Q3 		$68K Hold
600
– – ﹤0.01% 524
2021
Q2 		$54K Hold
600
– – ﹤0.01% 542
2021
Q1 		$53K Hold
600
– – ﹤0.01% 556
2020
Q4 		$43K Buy
+600
New +$39.6K ﹤0.01% 556

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

Montag & Associates's PWR Position: Q1 2026 in Review

Montag & Associates reduced its Quanta Services (PWR) stake by 0.55% in Q1 2026, selling an estimated $515 and leaving 180 shares worth $99K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Montag & Associates first reported a position in PWR in Q4 2020 and has held it in 18 quarters since. The position peaked at $3.85M in Q4 2024. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Montag & Associates held 180 shares of Quanta Services worth $99K as of Q1 2026.
  • Montag & Associates sold 1 Quanta Services share in Q1 2026, an estimated $515.
  • Quanta Services made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #506 holding.
  • Montag & Associates first reported a position in Quanta Services in Q4 2020 and has held it in 18 quarters since.
  • Montag & Associates's Quanta Services position peaked at $3.85M in Q4 2024.
  • 1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.