Advisory Research’s Quanta Services PWR Stock Holding History

Advisory Research’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
2024 Q1	–	Sell	-3,081	Closed	-$665K	–	284
2023 Q4	$665K	Sell	3,081 -288	-9%	-$53.2K	0.1%	203
2023 Q3	$630K	Hold	3,369	–	–	0.09%	248
2023 Q2	$662K	Buy	3,369 +455	+16%	+$79.4K	0.08%	258
2023 Q1	$486K	Sell	2,914 -1,749	-38%	-$269K	0.08%	247
2022 Q4	$664K	Hold	4,663	–	–	0.06%	212
2022 Q3	$594K	Buy	4,663 +437	+10%	+$59.8K	0.06%	220
2022 Q2	$530K	Sell	4,226 -858	-17%	-$105K	0.05%	224
2022 Q1	$669K	Sell	5,084 -1,052	-17%	-$117K	0.05%	223
2021 Q4	$704K	Sell	6,136 -33	-0.5%	-$3.81K	0.06%	227
2021 Q3	$702K	Buy	6,169 +1,812	+42%	+$182K	0.05%	226
2021 Q2	$395K	Buy	4,357 +353	+9%	+$33.1K	0.03%	287
2021 Q1	$352K	Sell	4,004 -43	-1%	-$3.42K	0.02%	297
2020 Q4	$291K	Sell	4,047 -365	-8%	-$24.1K	0.02%	294
2020 Q3	$233K	Buy	+4,412	New	+$205K	0.02%	286
2014 Q2	–	Sell	-1,961	Closed	-$72K	–	602
2014 Q1	$72K	Buy	+1,961	New	+$65.4K	﹤0.01%	429

Other funds holding PWR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return