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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
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 $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

SFMG Wealth Advisors's PWR Position: Q1 2026 in Review

SFMG Wealth Advisors increased its Quanta Services (PWR) stake by 16% in Q1 2026, buying an estimated $43.3K and bringing the position to 597 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #240.

SFMG Wealth Advisors first reported a position in PWR in Q4 2014 and has held it in 4 quarters since. The position peaked at $824K in Q4 2014. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • SFMG Wealth Advisors held 597 shares of Quanta Services worth $328K as of Q1 2026.
  • SFMG Wealth Advisors bought 84 Quanta Services shares in Q1 2026, an estimated $43.3K.
  • Quanta Services made up 0.02% of SFMG Wealth Advisors's portfolio in Q1 2026, its #240 holding.
  • SFMG Wealth Advisors first reported a position in Quanta Services in Q4 2014 and has held it in 4 quarters since.
  • SFMG Wealth Advisors's Quanta Services position peaked at $824K in Q4 2014.
  • 1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.