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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
Q2 		– Sell
-409
Closed -$225K – 263
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
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

Wealth Management Associates's PWR Position: Q2 2026 in Review

Wealth Management Associates sold out of Quanta Services (PWR) in Q2 2026, closing a stake of 409 shares — an estimated $225K sold.

Wealth Management Associates first reported a position in PWR in Q4 2021 and held it in 14 quarters. The position peaked at $315K in Q2 2024. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Wealth Management Associates reported no remaining Quanta Services position as of Q2 2026 after selling out during the quarter.
  • Wealth Management Associates sold 409 Quanta Services shares in Q2 2026, an estimated $225K.
  • Wealth Management Associates first reported a position in Quanta Services in Q4 2021 and held it in 14 quarters.
  • Wealth Management Associates's Quanta Services position peaked at $315K in Q2 2024.
  • 1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.