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Phoenix Financial’s Quanta Services PWR Stock Holding History

Phoenix Financial’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 		$2.95M Sell
4,102
-1,364
-25% -$932K 0.02% 163
2026
Q1 		$3.02M Buy
5,466
+279
+5% +$144K 0.03% 147
2025
Q4 		$483K Buy
5,187
+4,210
+431% +$1.85M 0.01% 307
2025
Q3 		$405K Sell
977
-5,746
-85% -$2.23M ﹤0.01% 323
2025
Q2 		$2.51M Buy
+6,723
New +$2.16M 0.03% 167
2024
Q1 		– Sell
-12,867
Closed -$2.78M – 464
2023
Q4 		$2.78M Buy
+12,867
New +$2.38M 0.05% 168

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 $3.38T AUM 44.17% 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

Phoenix Financial's PWR Position: Q2 2026 in Review

Phoenix Financial reduced its Quanta Services (PWR) stake by 25% in Q2 2026, selling an estimated $932K and leaving 4,102 shares worth $2.95M. The position accounts for 0.02% of the portfolio, ranked #163.

Phoenix Financial first reported a position in PWR in Q4 2023 and has held it in 6 quarters since. The position peaked at $3.02M in Q1 2026. 1,942 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Phoenix Financial held 4,102 shares of Quanta Services worth $2.95M as of Q2 2026.
  • Phoenix Financial sold 1,364 Quanta Services shares in Q2 2026, an estimated $932K.
  • Quanta Services made up 0.02% of Phoenix Financial's portfolio in Q2 2026, its #163 holding.
  • Phoenix Financial first reported a position in Quanta Services in Q4 2023 and has held it in 6 quarters since.
  • Phoenix Financial's Quanta Services position peaked at $3.02M in Q1 2026.
  • 1,942 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.