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Southeast Asset Advisors’s Quanta Services PWR Stock Holding History

Southeast Asset 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 		– Sell
-1,620
Closed -$889K – 234
2026
Q1 		$889K Sell
1,620
-104
-6% -$53.6K 0.1% 108
2025
Q4 		$728K Sell
1,724
-1,127
-40% -$495K 0.07% 121
2025
Q3 		$1.18M Sell
2,851
-5
-0.2% -$1.94K 0.13% 94
2025
Q2 		$1.08M Buy
2,856
+3
+0.1% +$963 0.13% 93
2025
Q1 		$725K Sell
2,853
-685
-19% -$198K 0.09% 106
2024
Q4 		$1.12M Sell
3,538
-4,572
-56% -$1.47M 0.14% 84
2024
Q3 		$2.42M Sell
8,110
-52
-0.6% -$13.7K 0.27% 58
2024
Q2 		$2.07M Buy
8,162
+977
+14% +$259K 0.25% 58
2024
Q1 		$1.87M Buy
7,185
+5,155
+254% +$1.14M 0.22% 60
2023
Q4 		$438K Buy
+2,030
New +$375K 0.06% 114

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

Southeast Asset Advisors's PWR Position: Q2 2026 in Review

Southeast Asset Advisors sold out of Quanta Services (PWR) in Q2 2026, closing a stake of 1,620 shares — an estimated $889K sold.

Southeast Asset Advisors first reported a position in PWR in Q4 2023 and held it in 10 quarters. The position peaked at $2.42M in Q3 2024. 1,934 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Southeast Asset Advisors reported no remaining Quanta Services position as of Q2 2026 after selling out during the quarter.
  • Southeast Asset Advisors sold 1,620 Quanta Services shares in Q2 2026, an estimated $889K.
  • Southeast Asset Advisors first reported a position in Quanta Services in Q4 2023 and held it in 10 quarters.
  • Southeast Asset Advisors's Quanta Services position peaked at $2.42M in Q3 2024.
  • 1,934 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Southeast Asset Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.