Philip James Wealth Mangement’s Quanta Services PWR Stock Holding History

Philip James Wealth Mangement’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	$398K	Sell	725 -223	-24%	-$115K	0.05%	125
2025 Q4	$400K	Buy	948 +39	+4%	+$17.1K	0.05%	129
2025 Q3	$377K	Sell	909 -143	-14%	-$55.6K	0.04%	131
2025 Q2	$398K	Hold	1,052	–	–	0.05%	120
2025 Q1	$267K	Buy	1,052 +1	+0.1%	+$289	0.03%	141
2024 Q4	$332K	Hold	1,051	–	–	0.04%	128
2024 Q3	$313K	Hold	1,051	–	–	0.04%	121
2024 Q2	$267K	Buy	1,051 +80	+8%	+$21.2K	0.18%	53
2024 Q1	$252K	Hold	971	–	–	0.18%	58
2023 Q4	$210K	Buy	+971	New	+$179K	0.16%	73

Other funds holding PWR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Philip James Wealth Mangement's PWR Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Quanta Services (PWR) stake by 24% in Q1 2026, selling an estimated $115K and leaving 725 shares worth $398K. The position accounts for 0.05% of the portfolio, ranked #125.

Philip James Wealth Mangement first reported a position in PWR in Q4 2023 and has held it in 10 quarters since. The position peaked at $400K in Q4 2025. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

Philip James Wealth Mangement held 725 shares of Quanta Services worth $398K as of Q1 2026.
Philip James Wealth Mangement sold 223 Quanta Services shares in Q1 2026, an estimated $115K.
Quanta Services made up 0.05% of Philip James Wealth Mangement's portfolio in Q1 2026, its #125 holding.
Philip James Wealth Mangement first reported a position in Quanta Services in Q4 2023 and has held it in 10 quarters since.
Philip James Wealth Mangement's Quanta Services position peaked at $400K in Q4 2025.
1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.