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SFMG Wealth Advisors’s Quanta Services PWR Stock Holding History

SFMG Wealth 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 		$497K Buy
690
+93
+16% +$63.6K 0.03% 193
2026
Q1 		$328K Buy
597
+84
+16% +$43.3K 0.02% 240
2025
Q4 		$217K Hold
513
– – 0.01% 279
2025
Q3 		$213K Buy
+513
New +$199K 0.01% 275
2015
Q1 		– Sell
-29,010
Closed -$824K – 185
2014
Q4 		$824K Buy
+29,010
New +$911K 0.18% 66

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

SFMG Wealth Advisors's PWR Position: Q2 2026 in Review

SFMG Wealth Advisors increased its Quanta Services (PWR) stake by 16% in Q2 2026, buying an estimated $63.6K and bringing the position to 690 shares worth $497K. The position accounts for 0.03% of the portfolio, ranked #193.

SFMG Wealth Advisors first reported a position in PWR in Q4 2014 and has held it in 5 quarters since. The position peaked at $824K in Q4 2014. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • SFMG Wealth Advisors held 690 shares of Quanta Services worth $497K as of Q2 2026.
  • SFMG Wealth Advisors bought 93 Quanta Services shares in Q2 2026, an estimated $63.6K.
  • Quanta Services made up 0.03% of SFMG Wealth Advisors's portfolio in Q2 2026, its #193 holding.
  • SFMG Wealth Advisors first reported a position in Quanta Services in Q4 2014 and has held it in 5 quarters since.
  • SFMG Wealth Advisors's Quanta Services position peaked at $824K in Q4 2014.
  • 1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.