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Simplicity Wealth’s Quanta Services PWR Stock Holding History

Simplicity Wealth’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 		$557K Buy
773
+355
+85% +$243K 0.02% 596
2026
Q1 		$229K Buy
+418
New +$215K 0.01% 681
2025
Q4 		– Sell
-1,411
Closed -$585K – 761
2025
Q3 		$585K Buy
1,411
+34
+2% +$13.2K 0.03% 407
2025
Q2 		$521K Buy
1,377
+385
+39% +$124K 0.02% 448
2025
Q1 		$252K Buy
992
+84
+9% +$24.3K 0.02% 461
2024
Q4 		$287K Buy
908
+199
+28% +$64K 0.06% 247
2024
Q3 		$211K Sell
709
-6,171
-90% -$1.63M 0.02% 471
2024
Q2 		$1.75M Buy
6,880
+154
+2% +$40.8K 0.04% 377
2024
Q1 		$1.75M Buy
+6,726
New +$1.49M 0.04% 375

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

Simplicity Wealth's PWR Position: Q2 2026 in Review

Simplicity Wealth increased its Quanta Services (PWR) stake by 85% in Q2 2026, buying an estimated $243K and bringing the position to 773 shares worth $557K. The position accounts for 0.02% of the portfolio, ranked #596.

Simplicity Wealth first reported a position in PWR in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.75M in Q2 2024. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Simplicity Wealth held 773 shares of Quanta Services worth $557K as of Q2 2026.
  • Simplicity Wealth bought 355 Quanta Services shares in Q2 2026, an estimated $243K.
  • Quanta Services made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #596 holding.
  • Simplicity Wealth first reported a position in Quanta Services in Q1 2024 and has held it in 9 quarters since.
  • Simplicity Wealth's Quanta Services position peaked at $1.75M in Q2 2024.
  • 1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.