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Summit Wealth Group (Colorado)’s Quanta Services PWR Stock Holding History

Summit Wealth Group (Colorado)’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 		$1.28M Buy
2,333
+139
+6% +$71.6K 0.13% 93
2025
Q4 		$926K Buy
2,194
+4
+0.2% +$1.76K 0.12% 101
2025
Q3 		$331K Buy
2,190
+605
+38% +$235K 0.05% 183
2025
Q2 		$599K Buy
+1,585
New +$509K 0.15% 119

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 Wealth Group (Colorado)'s PWR Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its Quanta Services (PWR) stake by 6.3% in Q1 2026, buying an estimated $71.6K and bringing the position to 2,333 shares worth $1.28M. The position accounts for 0.13% of the portfolio, ranked #93.

Summit Wealth Group (Colorado) first reported a position in PWR in Q2 2025 and has held it in 4 quarters since. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Summit Wealth Group (Colorado) held 2,333 shares of Quanta Services worth $1.28M as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 139 Quanta Services shares in Q1 2026, an estimated $71.6K.
  • Quanta Services made up 0.13% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #93 holding.
  • Summit Wealth Group (Colorado) first reported a position in Quanta Services in Q2 2025 and has held it in 4 quarters since.
  • 1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.