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SOA Wealth Advisors’s Quanta Services PWR Stock Holding History

SOA 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 		$90.8K Buy
126
+20
+19% +$13.7K 0.02% 296
2026
Q1 		$58.2K Hold
106
– – 0.01% 338
2025
Q4 		$44.7K Sell
106
-10
-9% -$4.39K 0.01% 391
2025
Q3 		$48.1K Buy
116
+46
+66% +$17.9K 0.01% 384
2025
Q2 		$26.5K Buy
70
+43
+159% +$13.8K 0.01% 457
2025
Q1 		$6.86K Buy
27
+26
+2,600% +$7.51K ﹤0.01% 609
2024
Q4 		$318 Hold
1
– – ﹤0.01% 802
2024
Q3 		$300 Hold
1
– – ﹤0.01% 774
2024
Q2 		$255 Hold
1
– – ﹤0.01% 794
2024
Q1 		$261 Hold
1
– – ﹤0.01% 842
2023
Q4 		$217 Hold
1
– – ﹤0.01% 846
2023
Q3 		$188 Hold
1
– – ﹤0.01% 879
2023
Q2 		$197 Hold
1
– – ﹤0.01% 881
2023
Q1 		$167 Hold
1
– – ﹤0.01% 914
2022
Q4 		$143 Hold
1
– – ﹤0.01% 920
2022
Q3 		$0 Hold
1
– – ﹤0.01% 958
2022
Q2 		$0 Sell
1
-15
-94% -$1.84K ﹤0.01% 987
2022
Q1 		$2K Hold
16
– – ﹤0.01% 817
2021
Q4 		$1K Hold
16
– – ﹤0.01% 842
2021
Q3 		$1K Hold
16
– – ﹤0.01% 863
2021
Q2 		$1K Buy
16
+6
+60% +$563 ﹤0.01% 842
2021
Q1 		$0 Buy
10
+2
+25% +$159 ﹤0.01% 906
2020
Q4 		$0 Buy
+8
New +$527 ﹤0.01% 871

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

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

SOA Wealth Advisors increased its Quanta Services (PWR) stake by 19% in Q2 2026, buying an estimated $13.7K and bringing the position to 126 shares worth $90.8K. The position accounts for 0.02% of the portfolio, ranked #296.

SOA Wealth Advisors first reported a position in PWR in Q4 2020 and has held it in 23 quarters since. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • SOA Wealth Advisors held 126 shares of Quanta Services worth $90.8K as of Q2 2026.
  • SOA Wealth Advisors bought 20 Quanta Services shares in Q2 2026, an estimated $13.7K.
  • Quanta Services made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #296 holding.
  • SOA Wealth Advisors first reported a position in Quanta Services in Q4 2020 and has held it in 23 quarters since.
  • 1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.