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Mowery & Schoenfeld Wealth Management’s Quanta Services PWR Stock Holding History

Mowery & Schoenfeld 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 		$13.7K Hold
19
– – 0.02% 217
2026
Q1 		$10.4K Hold
19
– – 0.02% 218
2025
Q4 		$8.02K Hold
19
– – 0.01% 273
2025
Q3 		$7.88K Hold
19
– – 0.01% 240
2025
Q2 		$7.19K Hold
19
– – 0.01% 244
2025
Q1 		$4.83K Sell
19
-3
-14% -$867 0.01% 325
2024
Q4 		$6.95K Buy
+22
New +$7.08K 0.01% 266

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

Mowery & Schoenfeld Wealth Management's PWR Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Quanta Services (PWR) position steady in Q2 2026 at 19 shares worth $13.7K. The position accounts for 0.02% of the portfolio, ranked #217.

Mowery & Schoenfeld Wealth Management first reported a position in PWR in Q4 2024 and has held it in 7 quarters since. 1,942 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 19 shares of Quanta Services worth $13.7K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Quanta Services share count unchanged in Q2 2026.
  • Quanta Services made up 0.02% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #217 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Quanta Services in Q4 2024 and has held it in 7 quarters since.
  • 1,942 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.