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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
Q2 		$2.25M Sell
3,125
-86
-3% -$58.8K 0.04% 388
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
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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's PWR Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Quanta Services (PWR) stake by 2.7% in Q2 2026, selling an estimated $58.8K and leaving 3,125 shares worth $2.25M. The position accounts for 0.04% of the portfolio, ranked #388.

Mount Yale Investment Advisors first reported a position in PWR in Q2 2025 and has held it in 4 quarters since. 1,942 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Mount Yale Investment Advisors held 3,125 shares of Quanta Services worth $2.25M as of Q2 2026.
  • Mount Yale Investment Advisors sold 86 Quanta Services shares in Q2 2026, an estimated $58.8K.
  • Quanta Services made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #388 holding.
  • Mount Yale Investment Advisors first reported a position in Quanta Services in Q2 2025 and has held it in 4 quarters since.
  • 1,942 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.