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Summit Securities Group’s Quanta Services PWR Stock Holding History

Summit Securities Group’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
2021
Q4 		– Sell
-30
Closed -$341K – 910
2021
Q3 		$341K Buy
+30
New +$3.01K 0.03% 501

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 Securities Group's PWR Position: Q1 2026 in Review

Summit Securities Group reduced its Quanta Services (PWR) stake by 89% in Q1 2026, selling an estimated $101K and leaving 25 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Summit Securities Group first reported a position in PWR in Q1 2022 and has held it in 11 quarters since. The position peaked at $292K in Q3 2022. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Summit Securities Group held 25 shares of Quanta Services worth $13.7K as of Q1 2026.
  • Summit Securities Group sold 196 Quanta Services shares in Q1 2026, an estimated $101K.
  • Quanta Services made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #602 holding.
  • Summit Securities Group first reported a position in Quanta Services in Q1 2022 and has held it in 11 quarters since.
  • Summit Securities Group's Quanta Services position peaked at $292K in Q3 2022.
  • 1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.