WJWM
PWR icon

Williams Jones Wealth Management’s Quanta Services PWR Stock Holding History

Williams Jones 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 		$104M Sell
144,774
-3,515
-2% -$2.4M 1.18% 24
2026
Q1 		$81.4M Sell
148,289
-1,755
-1% -$904K 1% 30
2025
Q4 		$63.3M Sell
150,044
-2,031
-1% -$892K 0.72% 37
2025
Q3 		$63M Buy
152,075
+2,271
+2% +$883K 0.72% 38
2025
Q2 		$56.6M Buy
149,804
+13,820
+10% +$4.44M 0.68% 42
2025
Q1 		$34.6M Buy
135,984
+8,392
+7% +$2.43M 0.44% 49
2024
Q4 		$40.3M Buy
127,592
+3,960
+3% +$1.27M 0.49% 44
2024
Q3 		$36.9M Buy
123,632
+604
+0.5% +$160K 0.43% 47
2024
Q2 		$31.3M Sell
123,028
-820
-0.7% -$217K 0.39% 51
2024
Q1 		$32.2M Buy
123,848
+823
+0.7% +$182K 0.41% 54
2023
Q4 		$26.5M Buy
123,025
+8,673
+8% +$1.6M 0.37% 57
2023
Q3 		$21.4M Buy
114,352
+630
+0.6% +$126K 0.33% 63
2023
Q2 		$22.3M Sell
113,722
-3,555
-3% -$621K 0.33% 64
2023
Q1 		$19.5M Sell
117,277
-3,477
-3% -$535K 0.31% 63
2022
Q4 		$17.2M Sell
120,754
-3,206
-3% -$455K 0.29% 68
2022
Q3 		$15.8M Buy
123,960
+2,035
+2% +$278K 0.27% 70
2022
Q2 		$15.3M Sell
121,925
-5,675
-4% -$696K 0.25% 76
2022
Q1 		$16.8M Sell
127,600
-24,058
-16% -$2.67M 0.23% 76
2021
Q4 		$17.4M Buy
151,658
+9,625
+7% +$1.11M 0.22% 79
2021
Q3 		$16.2M Buy
+142,033
New +$14.2M 0.23% 79

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

Williams Jones Wealth Management's PWR Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Quanta Services (PWR) stake by 2.4% in Q2 2026, selling an estimated $2.4M and leaving 144,774 shares worth $104M. The position accounts for 1.18% of the portfolio, ranked #24.

Williams Jones Wealth Management first reported a position in PWR in Q3 2021 and has held it in 20 quarters since. 1,936 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Williams Jones Wealth Management held 144,774 shares of Quanta Services worth $104M as of Q2 2026.
  • Williams Jones Wealth Management sold 3,515 Quanta Services shares in Q2 2026, an estimated $2.4M.
  • Quanta Services made up 1.18% of Williams Jones Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Williams Jones Wealth Management first reported a position in Quanta Services in Q3 2021 and has held it in 20 quarters since.
  • 1,936 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.