WWM
PWR icon

Western Wealth Management’s Quanta Services PWR Stock Holding History

Western Wealth Management’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 		$704K Sell
978
-25
-2% -$17.1K 0.02% 580
2026
Q1 		$551K Sell
1,003
-3
-0.3% -$1.54K 0.02% 615
2025
Q4 		$425K Buy
1,006
+269
+36% +$118K 0.02% 562
2025
Q3 		$306K Hold
737
– – 0.02% 593
2025
Q2 		$279K Sell
737
-1,049
-59% -$337K 0.02% 569
2025
Q1 		$454K Buy
1,786
+68
+4% +$19.6K 0.03% 419
2024
Q4 		$543K Hold
1,718
– – 0.03% 435
2024
Q3 		$512K Sell
1,718
-9
-0.5% -$2.38K 0.03% 460
2024
Q2 		$439K Buy
1,727
+75
+5% +$19.9K 0.03% 395
2024
Q1 		$429K Buy
1,652
+10
+0.6% +$2.21K 0.03% 409
2023
Q4 		$354K Buy
1,642
+14
+0.9% +$2.59K 0.03% 506
2023
Q3 		$305K Buy
1,628
+31
+2% +$6.22K 0.03% 507
2023
Q2 		$314K Buy
1,597
+59
+4% +$10.3K 0.03% 499
2023
Q1 		$256K Hold
1,538
– – 0.02% 537
2022
Q4 		$219K Sell
1,538
-1,413
-48% -$201K 0.02% 546
2022
Q3 		$377K Buy
+2,951
New +$404K 0.02% 576

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

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

Western Wealth Management reduced its Quanta Services (PWR) stake by 2.5% in Q2 2026, selling an estimated $17.1K and leaving 978 shares worth $704K. The position accounts for 0.02% of the portfolio, ranked #580.

Western Wealth Management first reported a position in PWR in Q3 2022 and has held it in 16 quarters since. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Western Wealth Management held 978 shares of Quanta Services worth $704K as of Q2 2026.
  • Western Wealth Management sold 25 Quanta Services shares in Q2 2026, an estimated $17.1K.
  • Quanta Services made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #580 holding.
  • Western Wealth Management first reported a position in Quanta Services in Q3 2022 and has held it in 16 quarters since.
  • 1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.