Summit Trail Advisors’s Quanta Services PWR Stock Holding History

Summit Trail 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	$4.72M	Buy	6,548 +598	+10%	+$409K	0.06%	196
2026 Q1	$3.27M	Buy	5,950 +686	+13%	+$353K	0.05%	273
2025 Q4	$2.22M	Sell	5,264 -1,037	-16%	-$456K	0.04%	350
2025 Q3	$2.61M	Buy	6,301 +4,797	+319%	+$1.86M	0.04%	313
2025 Q2	$568K	Buy	+1,504	New	+$483K	0.01%	686
2024 Q4	–	Sell	-1,186	Closed	-$354K	–	675
2024 Q3	$354K	Buy	+1,186	New	+$314K	0.01%	500
2024 Q2	–	Sell	-906	Closed	-$235K	–	660
2024 Q1	$235K	Buy	+906	New	+$200K	0.01%	527
2018 Q1	–	Sell	-1,733	Closed	-$68K	–	1359
2017 Q4	$68K	Buy	+1,733	New	+$65K	0.01%	739

Other funds holding PWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Trail Advisors's PWR Position: Q2 2026 in Review

Summit Trail Advisors increased its Quanta Services (PWR) stake by 10% in Q2 2026, buying an estimated $409K and bringing the position to 6,548 shares worth $4.72M. The position accounts for 0.06% of the portfolio, ranked #196.

Summit Trail Advisors first reported a position in PWR in Q4 2017 and has held it in 8 quarters since. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

Summit Trail Advisors held 6,548 shares of Quanta Services worth $4.72M as of Q2 2026.
Summit Trail Advisors bought 598 Quanta Services shares in Q2 2026, an estimated $409K.
Quanta Services made up 0.06% of Summit Trail Advisors's portfolio in Q2 2026, its #196 holding.
Summit Trail Advisors first reported a position in Quanta Services in Q4 2017 and has held it in 8 quarters since.
1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.