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Summit Financial’s Quanta Services PWR Stock Holding History

Summit Financial’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 		$12.2M Buy
16,998
+691
+4% +$472K 0.13% 138
2026
Q1 		$8.95M Buy
16,307
+15,120
+1,274% +$7.79M 0.11% 177
2025
Q4 		$501K Sell
1,187
-304
-20% -$134K 0.01% 891
2025
Q3 		$618K Buy
1,491
+93
+7% +$36.1K 0.01% 823
2025
Q2 		$529K Buy
1,398
+86
+7% +$27.6K 0.01% 565
2025
Q1 		$333K Sell
1,312
-401
-23% -$116K 0.01% 589
2024
Q4 		$541K Buy
+1,713
New +$551K 0.02% 435

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

Summit Financial's PWR Position: Q2 2026 in Review

Summit Financial increased its Quanta Services (PWR) stake by 4.2% in Q2 2026, buying an estimated $472K and bringing the position to 16,998 shares worth $12.2M. The position accounts for 0.13% of the portfolio, ranked #138.

Summit Financial first reported a position in PWR in Q4 2024 and has held it in 7 quarters since. 1,940 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Summit Financial held 16,998 shares of Quanta Services worth $12.2M as of Q2 2026.
  • Summit Financial bought 691 Quanta Services shares in Q2 2026, an estimated $472K.
  • Quanta Services made up 0.13% of Summit Financial's portfolio in Q2 2026, its #138 holding.
  • Summit Financial first reported a position in Quanta Services in Q4 2024 and has held it in 7 quarters since.
  • 1,940 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.