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Sage Mountain Advisors’s Quanta Services PWR Stock Holding History

Sage Mountain 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
Q1 		– Sell
-878
Closed -$371K – 504
2025
Q4 		$371K Buy
+878
New +$386K 0.02% 342
2025
Q3 		– Sell
-1,009
Closed -$381K – 569
2025
Q2 		$381K Buy
+1,009
New +$324K 0.02% 284
2025
Q1 		– Sell
-645
Closed -$204K – 513
2024
Q4 		$204K Buy
+645
New +$207K 0.01% 371

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

Sage Mountain Advisors's PWR Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Quanta Services (PWR) in Q1 2026, closing a stake of 878 shares — an estimated $371K sold.

Sage Mountain Advisors first reported a position in PWR in Q4 2024 and held it in 3 quarters. The position peaked at $381K in Q2 2025. 1,734 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Quanta Services position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 878 Quanta Services shares in Q1 2026, an estimated $371K.
  • Sage Mountain Advisors first reported a position in Quanta Services in Q4 2024 and held it in 3 quarters.
  • Sage Mountain Advisors's Quanta Services position peaked at $381K in Q2 2025.
  • 1,734 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.