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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
Q2 		– Sell
-725
Closed -$398K – 162
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
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

Philip James Wealth Mangement's PWR Position: Q2 2026 in Review

Philip James Wealth Mangement sold out of Quanta Services (PWR) in Q2 2026, closing a stake of 725 shares — an estimated $398K sold.

Philip James Wealth Mangement first reported a position in PWR in Q4 2023 and held it in 10 quarters. The position peaked at $400K in Q4 2025. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Philip James Wealth Mangement reported no remaining Quanta Services position as of Q2 2026 after selling out during the quarter.
  • Philip James Wealth Mangement sold 725 Quanta Services shares in Q2 2026, an estimated $398K.
  • Philip James Wealth Mangement first reported a position in Quanta Services in Q4 2023 and held it in 10 quarters.
  • Philip James Wealth Mangement's Quanta Services position peaked at $400K in Q4 2025.
  • 1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.