MYIA
PWR icon

Mount Yale Investment Advisors’s Quanta Services PWR Stock Holding History

Mount Yale Investment Advisors’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 		$1.76M Buy
3,211
+1,840
+134% +$948K 0.04% 396
2025
Q4 		$579K Buy
+1,371
New +$602K 0.03% 429
2025
Q3 		– Sell
-146
Closed -$55.2K – 1377
2025
Q2 		$55.2K Buy
+146
New +$46.9K ﹤0.01% 790

Other funds holding PWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's PWR Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Quanta Services (PWR) stake by 134% in Q1 2026, buying an estimated $948K and bringing the position to 3,211 shares worth $1.76M. The position accounts for 0.04% of the portfolio, ranked #396.

Mount Yale Investment Advisors first reported a position in PWR in Q2 2025 and has held it in 3 quarters since. 1,738 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Mount Yale Investment Advisors held 3,211 shares of Quanta Services worth $1.76M as of Q1 2026.
  • Mount Yale Investment Advisors bought 1,840 Quanta Services shares in Q1 2026, an estimated $948K.
  • Quanta Services made up 0.04% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #396 holding.
  • Mount Yale Investment Advisors first reported a position in Quanta Services in Q2 2025 and has held it in 3 quarters since.
  • 1,738 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.