OF
PWR icon

Optimize Financial’s Quanta Services PWR Stock Holding History

Optimize Financial’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 		$467K Sell
648
-2
-0.3% -$1.37K 0.17% 170
2026
Q1 		$357K Sell
650
-211
-25% -$109K 0.18% 221
2025
Q4 		$363K Buy
861
+12
+1% +$5.27K 0.18% 231
2025
Q3 		$352K Sell
849
-51
-6% -$19.8K 0.18% 230
2025
Q2 		$340K Sell
900
-6
-0.7% -$1.93K 0.21% 151
2025
Q1 		$230K Buy
+906
New +$262K 0.09% 162

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

Optimize Financial's PWR Position: Q2 2026 in Review

Optimize Financial reduced its Quanta Services (PWR) stake by 0.31% in Q2 2026, selling an estimated $1.37K and leaving 648 shares worth $467K. The position accounts for 0.17% of the portfolio, ranked #170.

Optimize Financial first reported a position in PWR in Q1 2025 and has held it in 6 quarters since. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Optimize Financial held 648 shares of Quanta Services worth $467K as of Q2 2026.
  • Optimize Financial sold 2 Quanta Services shares in Q2 2026, an estimated $1.37K.
  • Quanta Services made up 0.17% of Optimize Financial's portfolio in Q2 2026, its #170 holding.
  • Optimize Financial first reported a position in Quanta Services in Q1 2025 and has held it in 6 quarters since.
  • 1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.