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 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 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

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

SOA Wealth Advisors held its Quanta Services (PWR) position steady in Q1 2026 at 106 shares worth $58.2K. The position accounts for 0.01% of the portfolio, ranked #338.

SOA Wealth Advisors first reported a position in PWR in Q4 2020 and has held it in 22 quarters since. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

SOA Wealth Advisors held 106 shares of Quanta Services worth $58.2K as of Q1 2026.
SOA Wealth Advisors left its Quanta Services share count unchanged in Q1 2026.
Quanta Services made up 0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #338 holding.
SOA Wealth Advisors first reported a position in Quanta Services in Q4 2020 and has held it in 22 quarters since.
1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.