Strategic Wealth Partners’s Quanta Services PWR Stock Holding History

Strategic Wealth Partners’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	$3.73M	Buy	6,790 +1,014	+18%	+$522K	0.26%	77
2025 Q4	$2.44M	Buy	5,776 +5,418	+1,513%	+$2.38M	0.17%	101
2025 Q3	$148K	Hold	358	–	–	0.01%	376
2025 Q2	$135K	Buy	+358	New	+$115K	0.01%	361
2021 Q1	–	Sell	-5,426	Closed	-$391K	–	204
2020 Q4	$391K	Buy	+5,426	New	+$358K	0.16%	131
2019 Q4	–	Sell	-2,324	Closed	-$87.8K	–	408
2019 Q3	$87.8K	Sell	2,324 -695	-23%	-$25.1K	0.45%	62
2019 Q2	$116K	Buy	3,019 +2,719	+906%	+$103K	0.06%	164
2019 Q1	$11K	Buy	300 +291	+3,233%	+$10.2K	0.01%	482
2018 Q4	$0	Buy	+9	New	+$291	﹤0.01%	703

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

Strategic Wealth Partners's PWR Position: Q1 2026 in Review

Strategic Wealth Partners increased its Quanta Services (PWR) stake by 18% in Q1 2026, buying an estimated $522K and bringing the position to 6,790 shares worth $3.73M. The position accounts for 0.26% of the portfolio, ranked #77.

Strategic Wealth Partners first reported a position in PWR in Q4 2018 and has held it in 9 quarters since. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

Strategic Wealth Partners held 6,790 shares of Quanta Services worth $3.73M as of Q1 2026.
Strategic Wealth Partners bought 1,014 Quanta Services shares in Q1 2026, an estimated $522K.
Quanta Services made up 0.26% of Strategic Wealth Partners's portfolio in Q1 2026, its #77 holding.
Strategic Wealth Partners first reported a position in Quanta Services in Q4 2018 and has held it in 9 quarters since.
1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.