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
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 0.17% 161

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

Optimize Financial's PWR Position: Q1 2026 in Review

Optimize Financial reduced its Quanta Services (PWR) stake by 25% in Q1 2026, selling an estimated $109K and leaving 650 shares worth $357K. The position accounts for 0.18% of the portfolio, ranked #221.

Optimize Financial first reported a position in PWR in Q1 2025 and has held it in 5 quarters since. The position peaked at $363K in Q4 2025. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Optimize Financial held 650 shares of Quanta Services worth $357K as of Q1 2026.
  • Optimize Financial sold 211 Quanta Services shares in Q1 2026, an estimated $109K.
  • Quanta Services made up 0.18% of Optimize Financial's portfolio in Q1 2026, its #221 holding.
  • Optimize Financial first reported a position in Quanta Services in Q1 2025 and has held it in 5 quarters since.
  • Optimize Financial's Quanta Services position peaked at $363K in Q4 2025.
  • 1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.