WAG
PWR icon

Wilkerson Advisory Group’s Quanta Services PWR Stock Holding History

Wilkerson Advisory Group’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 		$171K Sell
237
-63
-21% -$43.1K 0.05% 109
2026
Q1 		$165K Buy
300
+278
+1,264% +$143K 0.06% 110
2025
Q4 		$9.29K Buy
+22
New +$9.67K ﹤0.01% 345

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 $3.38T AUM 44.17% 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

Wilkerson Advisory Group's PWR Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Quanta Services (PWR) stake by 21% in Q2 2026, selling an estimated $43.1K and leaving 237 shares worth $171K. The position accounts for 0.05% of the portfolio, ranked #109.

Wilkerson Advisory Group first reported a position in PWR in Q4 2025 and has held it in 3 quarters since. 1,942 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Wilkerson Advisory Group held 237 shares of Quanta Services worth $171K as of Q2 2026.
  • Wilkerson Advisory Group sold 63 Quanta Services shares in Q2 2026, an estimated $43.1K.
  • Quanta Services made up 0.05% of Wilkerson Advisory Group's portfolio in Q2 2026, its #109 holding.
  • Wilkerson Advisory Group first reported a position in Quanta Services in Q4 2025 and has held it in 3 quarters since.
  • 1,942 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.