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PFG Private Wealth Management’s Quanta Services PWR Stock Holding History

PFG Private 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
Q1 		– Sell
-809
Closed -$341K – 85
2025
Q4 		$341K Buy
+809
New +$355K 0.15% 48
2025
Q3 		– Sell
-808
Closed -$305K – 147
2025
Q2 		$305K Buy
808
+32
+4% +$10.3K 0.16% 43
2025
Q1 		$197K Buy
776
+81
+12% +$23.4K 0.11% 57
2024
Q4 		$220K Sell
695
-57
-8% -$18.3K 0.13% 48
2024
Q3 		$224K Sell
752
-15
-2% -$3.97K 0.13% 51
2024
Q2 		$195K Sell
767
-11
-1% -$2.92K 0.12% 54
2024
Q1 		$202K Sell
778
-154
-17% -$34.1K 0.13% 51
2023
Q4 		$201K Buy
932
+717
+333% +$132K 0.14% 41
2023
Q3 		$40.2K Sell
215
-379
-64% -$76K 0.03% 97
2023
Q2 		$117K Hold
594
– – 0.07% 85
2023
Q1 		$99K Sell
594
-1,594
-73% -$245K 0.06% 97
2022
Q4 		$312K Sell
2,188
-16
-0.7% -$2.27K 0.19% 33
2022
Q3 		$281K Buy
+2,204
New +$301K 0.18% 33

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

PFG Private Wealth Management's PWR Position: Q1 2026 in Review

PFG Private Wealth Management sold out of Quanta Services (PWR) in Q1 2026, closing a stake of 809 shares — an estimated $341K sold.

PFG Private Wealth Management first reported a position in PWR in Q3 2022 and held it in 13 quarters. The position peaked at $341K in Q4 2025. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • PFG Private Wealth Management reported no remaining Quanta Services position as of Q1 2026 after selling out during the quarter.
  • PFG Private Wealth Management sold 809 Quanta Services shares in Q1 2026, an estimated $341K.
  • PFG Private Wealth Management first reported a position in Quanta Services in Q3 2022 and held it in 13 quarters.
  • PFG Private Wealth Management's Quanta Services position peaked at $341K in Q4 2025.
  • 1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on PFG Private Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.