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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
Q2 		$1.21M Sell
1,687
-173
-9% -$118K 0.41% 44
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 $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

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

MorganRosel Wealth Management reduced its Quanta Services (PWR) stake by 9.3% in Q2 2026, selling an estimated $118K and leaving 1,687 shares worth $1.21M. The position accounts for 0.41% of the portfolio, ranked #44.

MorganRosel Wealth Management first reported a position in PWR in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.51M in Q3 2025. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • MorganRosel Wealth Management held 1,687 shares of Quanta Services worth $1.21M as of Q2 2026.
  • MorganRosel Wealth Management sold 173 Quanta Services shares in Q2 2026, an estimated $118K.
  • Quanta Services made up 0.41% of MorganRosel Wealth Management's portfolio in Q2 2026, its #44 holding.
  • MorganRosel Wealth Management first reported a position in Quanta Services in Q4 2020 and has held it in 23 quarters since.
  • MorganRosel Wealth Management's Quanta Services position peaked at $1.51M in Q3 2025.
  • 1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.