Wealthspire Advisors (New York)’s Quanta Services PWR Stock Holding History

Wealthspire Advisors (New York)’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	$1.45M	Sell	2,636 -534	-17%	-$275K	0.01%	339
2025 Q4	$1.34M	Buy	3,170 +1,199	+61%	+$527K	0.01%	367
2025 Q3	$817K	Sell	1,971 -30	-1%	-$11.7K	﹤0.01%	430
2025 Q2	$756K	Buy	2,001 +100	+5%	+$32.1K	﹤0.01%	439
2025 Q1	$483K	Sell	1,901 -133	-7%	-$38.4K	﹤0.01%	522
2024 Q4	$643K	Buy	2,034 +37	+2%	+$11.9K	0.01%	450
2024 Q3	$595K	Buy	+1,997	New	+$528K	0.01%	457
2021 Q2	–	Sell	-2,435	Closed	-$214K	–	593
2021 Q1	$214K	Buy	+2,435	New	+$194K	0.01%	660
2019 Q1	–	Sell	-10	Closed	–	–	618
2018 Q4	$0	Buy	+10	New	+$323	﹤0.01%	913

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

Wealthspire Advisors (New York)'s PWR Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Quanta Services (PWR) stake by 17% in Q1 2026, selling an estimated $275K and leaving 2,636 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #339.

Wealthspire Advisors (New York) first reported a position in PWR in Q4 2018 and has held it in 9 quarters since. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

Wealthspire Advisors (New York) held 2,636 shares of Quanta Services worth $1.45M as of Q1 2026.
Wealthspire Advisors (New York) sold 534 Quanta Services shares in Q1 2026, an estimated $275K.
Quanta Services made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #339 holding.
Wealthspire Advisors (New York) first reported a position in Quanta Services in Q4 2018 and has held it in 9 quarters since.
1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.