USA Financial Formulas’s Quanta Services PWR Stock Holding History

USA Financial Formulas’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	$663K	Buy	+921	New	+$630K	0.12%	63
2026 Q1	–	Sell	-1,441	Closed	-$608K	–	508
2025 Q4	$608K	Buy	+1,441	New	+$633K	0.11%	73
2023 Q4	–	Sell	-1,265	Closed	-$237K	–	498
2023 Q3	$237K	Buy	1,265 +1,260	+25,200%	+$253K	0.35%	76
2023 Q2	$982	Hold	5	–	–	﹤0.01%	370
2023 Q1	$833	Buy	+5	New	+$769	﹤0.01%	311
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	267
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	293
2022 Q1	$1K	Sell	5 -25	-83%	-$2.78K	﹤0.01%	325
2021 Q4	$3K	Buy	30 +5	+20%	+$577	﹤0.01%	244
2021 Q3	$3K	Sell	25 -9,278	-100%	-$930K	﹤0.01%	297
2021 Q2	$843K	Sell	9,303 -4,508	-33%	-$423K	0.71%	79
2021 Q1	$1.22M	Sell	13,811 -3,048	-18%	-$243K	0.99%	32
2020 Q4	$1.21M	Buy	+16,859	New	+$1.11M	0.96%	41
2017 Q2	–	Sell	-95,048	Closed	-$3.53M	–	295
2017 Q1	$3.53M	Sell	95,048 -1,446	-1%	-$52.8K	0.85%	40
2016 Q4	$3.36M	Buy	+96,494	New	+$3.03M	0.84%	33

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

USA Financial Formulas's PWR Position: Q2 2026 in Review

USA Financial Formulas opened a new position in Quanta Services (PWR) in Q2 2026: 921 shares worth $663K. The stake represents 0.12% of the portfolio and ranks #63 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in PWR as recently as Q4 2025.

USA Financial Formulas first reported a position in PWR in Q4 2016 and has held it in 15 quarters since. The position peaked at $3.53M in Q1 2017. 1,928 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

USA Financial Formulas held 921 shares of Quanta Services worth $663K as of Q2 2026.
Quanta Services was a new USA Financial Formulas position in Q2 2026.
Quanta Services made up 0.12% of USA Financial Formulas's portfolio in Q2 2026, its #63 holding.
USA Financial Formulas first reported a position in Quanta Services in Q4 2016 and has held it in 15 quarters since.
USA Financial Formulas's Quanta Services position peaked at $3.53M in Q1 2017.
1,928 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.