Wealth Management Associates’s Quanta Services PWR Stock Holding History

Wealth Management Associates’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	$225K	Sell	409 -151	-27%	-$77.8K	0.08%	216
2025 Q4	$236K	Buy	560 +46	+9%	+$20.2K	0.08%	207
2025 Q3	$213K	Buy	+514	New	+$200K	0.08%	216
2024 Q3	–	Sell	-1,241	Closed	-$315K	–	220
2024 Q2	$315K	Hold	1,241	–	–	0.15%	137
2024 Q1	$315K	Sell	1,241 -81	-6%	-$17.9K	0.15%	137
2023 Q4	$285K	Sell	1,322 -161	-11%	-$29.7K	0.15%	144
2023 Q3	$277K	Buy	1,483 +143	+11%	+$28.7K	0.16%	140
2023 Q2	$263K	Sell	1,340 -121	-8%	-$21.1K	0.15%	146
2023 Q1	$243K	Hold	1,461	–	–	0.15%	158
2022 Q4	$208K	Sell	1,461 -684	-32%	-$97.1K	0.14%	170
2022 Q3	$273K	Buy	2,145 +121	+6%	+$16.5K	0.19%	135
2022 Q2	$254K	Hold	2,024	–	–	0.17%	146
2022 Q1	$266K	Hold	2,024	–	–	0.15%	156
2021 Q4	$232K	Buy	+2,024	New	+$233K	0.12%	176

Other funds holding PWR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wealth Management Associates's PWR Position: Q1 2026 in Review

Wealth Management Associates reduced its Quanta Services (PWR) stake by 27% in Q1 2026, selling an estimated $77.8K and leaving 409 shares worth $225K. The position accounts for 0.08% of the portfolio, ranked #216.

Wealth Management Associates first reported a position in PWR in Q4 2021 and has held it in 14 quarters since. The position peaked at $315K in Q2 2024. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

Wealth Management Associates held 409 shares of Quanta Services worth $225K as of Q1 2026.
Wealth Management Associates sold 151 Quanta Services shares in Q1 2026, an estimated $77.8K.
Quanta Services made up 0.08% of Wealth Management Associates's portfolio in Q1 2026, its #216 holding.
Wealth Management Associates first reported a position in Quanta Services in Q4 2021 and has held it in 14 quarters since.
Wealth Management Associates's Quanta Services position peaked at $315K in Q2 2024.
1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.