Sigma Planning Corp’s Quanta Services PWR Stock Holding History

Sigma Planning Corp’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	$1.18M	Sell	2,153 -3,325	-61%	-$1.71M	0.03%	506
2025 Q4	$2.35M	Buy	5,478 +402	+8%	+$177K	0.06%	296
2025 Q3	$2.1M	Buy	5,076 +1,901	+60%	+$739K	0.06%	312
2025 Q2	$1.2M	Buy	3,175 +1,829	+136%	+$587K	0.04%	445
2025 Q1	$342K	Buy	1,346 +464	+53%	+$134K	0.01%	898
2024 Q4	$279K	Sell	882 -145	-14%	-$46.6K	0.01%	958
2024 Q3	$306K	Sell	1,027 -27	-3%	-$7.14K	0.01%	944
2024 Q2	$268K	Sell	1,054 -122	-10%	-$32.3K	0.01%	968
2024 Q1	$306K	Buy	+1,176	New	+$260K	0.01%	952
2022 Q1	–	Sell	-1,762	Closed	-$202K	–	1467
2021 Q4	$202K	Sell	1,762 -39	-2%	-$4.5K	0.01%	1277
2021 Q3	$205K	Buy	+1,801	New	+$181K	0.01%	1259
2021 Q2	–	Sell	-52,953	Closed	-$4.66M	–	1480
2021 Q1	$4.66M	Sell	52,953 -93,409	-64%	-$7.44M	0.15%	165
2020 Q4	$10.5M	Buy	+146,362	New	+$9.65M	0.36%	56

Other funds holding PWR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sigma Planning Corp's PWR Position: Q1 2026 in Review

Sigma Planning Corp reduced its Quanta Services (PWR) stake by 61% in Q1 2026, selling an estimated $1.71M and leaving 2,153 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #506.

Sigma Planning Corp first reported a position in PWR in Q4 2020 and has held it in 13 quarters since. The position peaked at $10.5M in Q4 2020. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

Sigma Planning Corp held 2,153 shares of Quanta Services worth $1.18M as of Q1 2026.
Sigma Planning Corp sold 3,325 Quanta Services shares in Q1 2026, an estimated $1.71M.
Quanta Services made up 0.03% of Sigma Planning Corp's portfolio in Q1 2026, its #506 holding.
Sigma Planning Corp first reported a position in Quanta Services in Q4 2020 and has held it in 13 quarters since.
Sigma Planning Corp's Quanta Services position peaked at $10.5M in Q4 2020.
1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.