PWPS
PWR icon

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
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 $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

Pinnacle Wealth Planning Services's PWR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Quanta Services (PWR) stake by 16% in Q1 2026, selling an estimated $108K and leaving 1,059 shares worth $581K. The position accounts for 0.06% of the portfolio, ranked #192.

Pinnacle Wealth Planning Services first reported a position in PWR in Q4 2020 and has held it in 16 quarters since. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,059 shares of Quanta Services worth $581K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 209 Quanta Services shares in Q1 2026, an estimated $108K.
  • Quanta Services made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #192 holding.
  • Pinnacle Wealth Planning Services first reported a position in Quanta Services in Q4 2020 and has held it in 16 quarters since.
  • 1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.