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Oak Harbor Wealth Partners’s Quanta Services PWR Stock Holding History

Oak Harbor Wealth Partners’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 		$859K Sell
1,564
-67
-4% -$34.5K 0.2% 104
2025
Q4 		$688K Sell
1,631
-54
-3% -$23.7K 0.17% 112
2025
Q3 		$698K Buy
1,685
+84
+5% +$32.6K 0.17% 110
2025
Q2 		$605K Buy
1,601
+172
+12% +$55.2K 0.16% 113
2025
Q1 		$363K Buy
+1,429
New +$413K 0.1% 149

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

Oak Harbor Wealth Partners's PWR Position: Q1 2026 in Review

Oak Harbor Wealth Partners reduced its Quanta Services (PWR) stake by 4.1% in Q1 2026, selling an estimated $34.5K and leaving 1,564 shares worth $859K. The position accounts for 0.2% of the portfolio, ranked #104.

Oak Harbor Wealth Partners first reported a position in PWR in Q1 2025 and has held it in 5 quarters since. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Oak Harbor Wealth Partners held 1,564 shares of Quanta Services worth $859K as of Q1 2026.
  • Oak Harbor Wealth Partners sold 67 Quanta Services shares in Q1 2026, an estimated $34.5K.
  • Quanta Services made up 0.2% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #104 holding.
  • Oak Harbor Wealth Partners first reported a position in Quanta Services in Q1 2025 and has held it in 5 quarters since.
  • 1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.