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Quantum Financial Advisors’s Quanta Services PWR Stock Holding History

Quantum Financial Advisors’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 		$542K Sell
753
-25
-3% -$17.1K 0.05% 116
2026
Q1 		$427K Buy
778
+125
+19% +$64.4K 0.05% 121
2025
Q4 		$275K Sell
653
-278
-30% -$122K 0.03% 166
2025
Q3 		$386K Sell
931
-64
-6% -$24.9K 0.05% 117
2025
Q2 		$376K Sell
995
-138
-12% -$44.3K 0.05% 111
2025
Q1 		$288K Sell
1,133
-42
-4% -$12.1K 0.04% 126
2024
Q4 		$371K Sell
1,175
-12
-1% -$3.86K 0.06% 107
2024
Q3 		$354K Sell
1,187
-9
-0.8% -$2.38K 0.06% 112
2024
Q2 		$304K Hold
1,196
– – 0.05% 118
2024
Q1 		$311K Sell
1,196
-8
-0.7% -$1.77K 0.06% 111
2023
Q4 		$260K Buy
1,204
+12
+1% +$2.22K 0.06% 92
2023
Q3 		$223K Hold
1,192
– – 0.07% 103
2023
Q2 		$234K Buy
+1,192
New +$208K 0.07% 85

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

Quantum Financial Advisors's PWR Position: Q2 2026 in Review

Quantum Financial Advisors reduced its Quanta Services (PWR) stake by 3.2% in Q2 2026, selling an estimated $17.1K and leaving 753 shares worth $542K. The position accounts for 0.05% of the portfolio, ranked #116.

Quantum Financial Advisors first reported a position in PWR in Q2 2023 and has held it in 13 quarters since. 1,934 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Quantum Financial Advisors held 753 shares of Quanta Services worth $542K as of Q2 2026.
  • Quantum Financial Advisors sold 25 Quanta Services shares in Q2 2026, an estimated $17.1K.
  • Quanta Services made up 0.05% of Quantum Financial Advisors's portfolio in Q2 2026, its #116 holding.
  • Quantum Financial Advisors first reported a position in Quanta Services in Q2 2023 and has held it in 13 quarters since.
  • 1,934 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.