PWM
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Perigon Wealth Management’s Quanta Services PWR Stock Holding History

Perigon 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 		$3.32M Buy
4,607
+2,831
+159% +$1.94M 0.05% 306
2026
Q1 		$975K Buy
1,776
+86
+5% +$44.3K 0.02% 545
2025
Q4 		$713K Buy
1,690
+24
+1% +$10.5K 0.01% 653
2025
Q3 		$690K Buy
1,666
+324
+24% +$126K 0.01% 629
2025
Q2 		$507K Buy
1,342
+41
+3% +$13.2K 0.01% 669
2025
Q1 		$331K Sell
1,301
-481
-27% -$139K 0.01% 775
2024
Q4 		$599K Sell
1,782
-118
-6% -$38K 0.01% 582
2024
Q3 		$567K Buy
1,900
+369
+24% +$97.6K 0.02% 578
2024
Q2 		$389K Buy
1,531
+435
+40% +$115K 0.01% 602
2024
Q1 		$285K Sell
1,096
-38
-3% -$8.41K 0.01% 697
2023
Q4 		$245K Sell
1,134
-155
-12% -$28.6K 0.01% 733
2023
Q3 		$241K Sell
1,289
-163
-11% -$32.7K 0.01% 668
2023
Q2 		$285K Buy
1,452
+91
+7% +$15.9K 0.01% 625
2023
Q1 		$227K Buy
+1,361
New +$209K 0.01% 636

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

Perigon Wealth Management's PWR Position: Q2 2026 in Review

Perigon Wealth Management increased its Quanta Services (PWR) stake by 159% in Q2 2026, buying an estimated $1.94M and bringing the position to 4,607 shares worth $3.32M. The position accounts for 0.05% of the portfolio, ranked #306.

Perigon Wealth Management first reported a position in PWR in Q1 2023 and has held it in 14 quarters since. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Perigon Wealth Management held 4,607 shares of Quanta Services worth $3.32M as of Q2 2026.
  • Perigon Wealth Management bought 2,831 Quanta Services shares in Q2 2026, an estimated $1.94M.
  • Quanta Services made up 0.05% of Perigon Wealth Management's portfolio in Q2 2026, its #306 holding.
  • Perigon Wealth Management first reported a position in Quanta Services in Q1 2023 and has held it in 14 quarters since.
  • 1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.