Whalen Wealth Management’s Quanta Services PWR Stock Holding History

Whalen 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 Q1	$239K	Buy	+435	New	+$224K	0.13%	169
2025 Q4	–	Sell	-1,225	Closed	-$508K	–	224
2025 Q3	$508K	Buy	1,225 +502	+69%	+$195K	0.3%	77
2025 Q2	$273K	Sell	723 -2,794	-79%	-$897K	0.17%	148
2025 Q1	$894K	Buy	3,517 +1,797	+104%	+$519K	0.6%	37
2024 Q4	$544K	Buy	+1,720	New	+$553K	0.38%	54
2024 Q1	–	Sell	-1,890	Closed	-$408K	–	151
2023 Q4	$408K	Buy	+1,890	New	+$349K	0.37%	76

Other funds holding PWR

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

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

Whalen Wealth Management opened a new position in Quanta Services (PWR) in Q1 2026: 435 shares worth $239K. The stake represents 0.13% of the portfolio and ranks #169 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in PWR as recently as Q3 2025.

Whalen Wealth Management first reported a position in PWR in Q4 2023 and has held it in 6 quarters since. The position peaked at $894K in Q1 2025. 1,738 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

Whalen Wealth Management held 435 shares of Quanta Services worth $239K as of Q1 2026.
Quanta Services was a new Whalen Wealth Management position in Q1 2026.
Quanta Services made up 0.13% of Whalen Wealth Management's portfolio in Q1 2026, its #169 holding.
Whalen Wealth Management first reported a position in Quanta Services in Q4 2023 and has held it in 6 quarters since.
Whalen Wealth Management's Quanta Services position peaked at $894K in Q1 2025.
1,738 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.