PWPS
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Pinnacle Wealth Planning Services’s Quanta Services PWR Stock Holding History

Pinnacle Wealth Planning Services’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 		$764K Buy
1,061
+2
+0.2% +$1.37K 0.07% 154
2026
Q1 		$581K Sell
1,059
-209
-16% -$108K 0.06% 192
2025
Q4 		$535K Sell
1,268
-40
-3% -$17.6K 0.06% 201
2025
Q3 		$542K Buy
1,308
+69
+6% +$26.8K 0.06% 193
2025
Q2 		$468K Buy
1,239
+288
+30% +$92.5K 0.06% 208
2025
Q1 		$242K Buy
951
+32
+3% +$9.25K 0.04% 311
2024
Q4 		$290K Sell
919
-563
-38% -$181K 0.04% 258
2024
Q3 		$442K Sell
1,482
-68
-4% -$18K 0.06% 210
2024
Q2 		$394K Sell
1,550
-1
-0.1% -$265 0.06% 218
2024
Q1 		$403K Hold
1,551
– – 0.06% 228
2023
Q4 		$335K Hold
1,551
– – 0.05% 243
2023
Q3 		$290K Sell
1,551
-608
-28% -$122K 0.05% 261
2023
Q2 		$424K Sell
2,159
-371
-15% -$64.8K 0.07% 198
2023
Q1 		$422K Buy
2,530
+971
+62% +$149K 0.07% 199
2022
Q4 		$222K Buy
+1,559
New +$221K 0.04% 336
2022
Q2 		– Sell
-1,563
Closed -$206K – 465
2022
Q1 		$206K Buy
+1,563
New +$174K 0.04% 370
2021
Q1 		– Sell
-366
Closed -$26K – 1561
2020
Q4 		$26K Buy
+366
New +$24.1K 0.01% 1057

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

Pinnacle Wealth Planning Services's PWR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Quanta Services (PWR) stake by 0.19% in Q2 2026, buying an estimated $1.37K and bringing the position to 1,061 shares worth $764K. The position accounts for 0.07% of the portfolio, ranked #154.

Pinnacle Wealth Planning Services first reported a position in PWR in Q4 2020 and has held it in 17 quarters since. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,061 shares of Quanta Services worth $764K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 2 Quanta Services shares in Q2 2026, an estimated $1.37K.
  • Quanta Services made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #154 holding.
  • Pinnacle Wealth Planning Services first reported a position in Quanta Services in Q4 2020 and has held it in 17 quarters since.
  • 1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.