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SHP Wealth Management’s Quanta Services PWR Stock Holding History

SHP Wealth Management’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 		$36.4K Buy
51
+9
+21% +$6.15K ﹤0.01% 623
2026
Q1 		$23K Buy
42
+22
+110% +$11.3K ﹤0.01% 688
2025
Q4 		$8.4K Buy
+20
New +$8.79K ﹤0.01% 881

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 $3.38T AUM 44.17% 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

SHP Wealth Management's PWR Position: Q2 2026 in Review

SHP Wealth Management increased its Quanta Services (PWR) stake by 21% in Q2 2026, buying an estimated $6.15K and bringing the position to 51 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

SHP Wealth Management first reported a position in PWR in Q4 2025 and has held it in 3 quarters since. 1,942 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • SHP Wealth Management held 51 shares of Quanta Services worth $36.4K as of Q2 2026.
  • SHP Wealth Management bought 9 Quanta Services shares in Q2 2026, an estimated $6.15K.
  • Quanta Services made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #623 holding.
  • SHP Wealth Management first reported a position in Quanta Services in Q4 2025 and has held it in 3 quarters since.
  • 1,942 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.