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Valeo Financial Advisors’s Quanta Services PWR Stock Holding History

Valeo Financial 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 		$1.91M Buy
2,651
+61
+2% +$41.7K 0.04% 188
2026
Q1 		$1.42M Sell
2,590
-887
-26% -$457K 0.03% 209
2025
Q4 		$1.47M Buy
3,477
+743
+27% +$326K 0.03% 221
2025
Q3 		$1.13M Buy
2,734
+498
+22% +$194K 0.03% 274
2025
Q2 		$846K Sell
2,236
-134
-6% -$43K 0.02% 339
2025
Q1 		$602K Sell
2,370
-891
-27% -$257K 0.02% 366
2024
Q4 		$1.03M Buy
3,261
+605
+23% +$195K 0.03% 259
2024
Q3 		$792K Buy
2,656
+241
+10% +$63.7K 0.02% 307
2024
Q2 		$614K Buy
2,415
+1,083
+81% +$287K 0.02% 330
2024
Q1 		$337K Buy
1,332
+167
+14% +$36.9K 0.01% 463
2023
Q4 		$251K Buy
+1,165
New +$215K 0.01% 546
2022
Q2 		– Sell
-10,572
Closed -$49K – 618
2022
Q1 		$49K Buy
+10,572
New +$1.17M ﹤0.01% 596
2021
Q2 		– Sell
-1,456
Closed -$128K – 1488
2021
Q1 		$128K Buy
1,456
+613
+73% +$48.8K 0.01% 550
2020
Q4 		$61K Buy
843
+43
+5% +$2.83K ﹤0.01% 709
2020
Q3 		$42K Sell
800
-1,383
-63% -$64.3K ﹤0.01% 713
2020
Q2 		$86K Buy
2,183
+922
+73% +$32.9K 0.01% 553
2020
Q1 		$43K Sell
1,261
-103
-8% -$3.83K ﹤0.01% 658
2019
Q4 		$56K Sell
1,364
-34
-2% -$1.39K 0.01% 609
2019
Q3 		$53K Hold
1,398
– – 0.01% 587
2019
Q2 		$53K Sell
1,398
-55
-4% -$2.09K 0.01% 580
2019
Q1 		$55K Buy
1,453
+1,398
+2,542% +$48.8K 0.01% 534
2018
Q4 		$2K Hold
55
– – ﹤0.01% 1307
2018
Q3 		$2K Buy
+55
New +$1.87K ﹤0.01% 1503

Other funds holding PWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valeo Financial Advisors's PWR Position: Q2 2026 in Review

Valeo Financial Advisors increased its Quanta Services (PWR) stake by 2.4% in Q2 2026, buying an estimated $41.7K and bringing the position to 2,651 shares worth $1.91M. The position accounts for 0.04% of the portfolio, ranked #188.

Valeo Financial Advisors first reported a position in PWR in Q3 2018 and has held it in 23 quarters since. 1,934 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Valeo Financial Advisors held 2,651 shares of Quanta Services worth $1.91M as of Q2 2026.
  • Valeo Financial Advisors bought 61 Quanta Services shares in Q2 2026, an estimated $41.7K.
  • Quanta Services made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #188 holding.
  • Valeo Financial Advisors first reported a position in Quanta Services in Q3 2018 and has held it in 23 quarters since.
  • 1,934 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.