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Arete Wealth Advisors’s Quanta Services PWR Stock Holding History

Arete Wealth Advisors’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
2025
Q4 		– Sell
-897
Closed -$372K – 663
2025
Q3 		$372K Buy
897
+94
+12% +$36.5K 0.02% 524
2025
Q2 		$304K Sell
803
-50
-6% -$16.1K 0.02% 554
2025
Q1 		$217K Buy
+853
New +$246K 0.02% 654

Other funds holding PWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Arete Wealth Advisors's PWR Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Quanta Services (PWR) in Q4 2025, closing a stake of 897 shares — an estimated $372K sold.

Arete Wealth Advisors first reported a position in PWR in Q1 2025 and held it in 3 quarters. The position peaked at $372K in Q3 2025. 1,618 funds tracked by Wall St. Rank hold PWR as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Quanta Services position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 897 Quanta Services shares in Q4 2025, an estimated $372K.
  • Arete Wealth Advisors first reported a position in Quanta Services in Q1 2025 and held it in 3 quarters.
  • Arete Wealth Advisors's Quanta Services position peaked at $372K in Q3 2025.
  • 1,618 funds tracked by Wall St. Rank held Quanta Services as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.