PCS
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Personal CFO Solutions’s Quanta Services PWR Stock Holding History

Personal CFO Solutions’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 		$314K Buy
+436
New +$298K 0.05% 380
2021
Q4 		– Sell
-7,326
Closed -$834K – 507
2021
Q3 		$834K Sell
7,326
-30
-0.4% -$3.01K 0.17% 126
2021
Q2 		$666K Buy
7,356
+481
+7% +$45.2K 0.14% 146
2021
Q1 		$605K Buy
6,875
+95
+1% +$7.56K 0.13% 145
2020
Q4 		$488K Buy
+6,780
New +$447K 0.12% 167

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

Personal CFO Solutions's PWR Position: Q2 2026 in Review

Personal CFO Solutions opened a new position in Quanta Services (PWR) in Q2 2026: 436 shares worth $314K. The stake represents 0.05% of the portfolio and ranks #380 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in PWR as recently as Q3 2021.

Personal CFO Solutions first reported a position in PWR in Q4 2020 and has held it in 5 quarters since. The position peaked at $834K in Q3 2021. 1,938 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Personal CFO Solutions held 436 shares of Quanta Services worth $314K as of Q2 2026.
  • Quanta Services was a new Personal CFO Solutions position in Q2 2026.
  • Quanta Services made up 0.05% of Personal CFO Solutions's portfolio in Q2 2026, its #380 holding.
  • Personal CFO Solutions first reported a position in Quanta Services in Q4 2020 and has held it in 5 quarters since.
  • Personal CFO Solutions's Quanta Services position peaked at $834K in Q3 2021.
  • 1,938 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.