SF
PWR icon

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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Summit Financial's PWR Position: Q1 2026 in Review

Summit Financial increased its Quanta Services (PWR) stake by 1,274% in Q1 2026, buying an estimated $7.79M and bringing the position to 16,307 shares worth $8.95M. The position accounts for 0.11% of the portfolio, ranked #177.

Summit Financial first reported a position in PWR in Q4 2024 and has held it in 6 quarters since. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Summit Financial held 16,307 shares of Quanta Services worth $8.95M as of Q1 2026.
  • Summit Financial bought 15,120 Quanta Services shares in Q1 2026, an estimated $7.79M.
  • Quanta Services made up 0.11% of Summit Financial's portfolio in Q1 2026, its #177 holding.
  • Summit Financial first reported a position in Quanta Services in Q4 2024 and has held it in 6 quarters since.
  • 1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.