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MorganRosel Wealth Management’s Quanta Services PWR Stock Holding History

MorganRosel 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 		$1.02M Sell
1,860
-1,618
-47% -$833K 0.4% 41
2025
Q4 		$1.47M Sell
3,478
-157
-4% -$69K 0.37% 47
2025
Q3 		$1.51M Buy
3,635
+37
+1% +$14.4K 0.39% 42
2025
Q2 		$1.36M Sell
3,598
-1,233
-26% -$396K 0.37% 45
2025
Q1 		$1.23M Buy
4,831
+162
+3% +$46.8K 0.37% 48
2024
Q4 		$1.48M Buy
4,669
+373
+9% +$120K 0.48% 38
2024
Q3 		$1.28M Sell
4,296
-39
-0.9% -$10.3K 0.42% 43
2024
Q2 		$1.1M Buy
4,335
+228
+6% +$60.4K 0.39% 44
2024
Q1 		$1.07M Sell
4,107
-433
-10% -$95.8K 0.38% 47
2023
Q4 		$980K Sell
4,540
-1,112
-20% -$205K 0.38% 46
2023
Q3 		$1.06M Sell
5,652
-68
-1% -$13.6K 0.44% 35
2023
Q2 		$1.12M Sell
5,720
-774
-12% -$135K 0.46% 30
2023
Q1 		$1.08M Sell
6,494
-1,603
-20% -$246K 0.46% 35
2022
Q4 		$1.15M Sell
8,097
-407
-5% -$57.8K 0.53% 33
2022
Q3 		$1.08M Sell
8,504
-652
-7% -$89.2K 0.54% 33
2022
Q2 		$1.15M Buy
9,156
+33
+0.4% +$4.05K 0.61% 27
2022
Q1 		$1.2M Sell
9,123
-2,925
-24% -$325K 0.58% 29
2021
Q4 		$1.38M Buy
12,048
+309
+3% +$35.6K 0.67% 26
2021
Q3 		$1.34M Sell
11,739
-361
-3% -$36.2K 0.73% 24
2021
Q2 		$1.1M Buy
12,100
+242
+2% +$22.7K 0.61% 26
2021
Q1 		$1.04M Buy
11,858
+3,598
+44% +$286K 0.66% 28
2020
Q4 		$595K Buy
+8,260
New +$545K 0.42% 49

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

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

MorganRosel Wealth Management reduced its Quanta Services (PWR) stake by 47% in Q1 2026, selling an estimated $833K and leaving 1,860 shares worth $1.02M. The position accounts for 0.4% of the portfolio, ranked #41.

MorganRosel Wealth Management first reported a position in PWR in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.51M in Q3 2025. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • MorganRosel Wealth Management held 1,860 shares of Quanta Services worth $1.02M as of Q1 2026.
  • MorganRosel Wealth Management sold 1,618 Quanta Services shares in Q1 2026, an estimated $833K.
  • Quanta Services made up 0.4% of MorganRosel Wealth Management's portfolio in Q1 2026, its #41 holding.
  • MorganRosel Wealth Management first reported a position in Quanta Services in Q4 2020 and has held it in 22 quarters since.
  • MorganRosel Wealth Management's Quanta Services position peaked at $1.51M in Q3 2025.
  • 1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.