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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
2026
Q1 		– Sell
-917
Closed -$387K – 639
2025
Q4 		$387K Buy
917
+20
+2% +$8.79K 0.02% 517
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Arete Wealth Advisors's PWR Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Quanta Services (PWR) in Q1 2026, closing a stake of 917 shares — an estimated $387K sold.

Arete Wealth Advisors first reported a position in PWR in Q1 2025 and held it in 4 quarters. The position peaked at $387K in Q4 2025. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Quanta Services position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 917 Quanta Services shares in Q1 2026, an estimated $387K.
  • Arete Wealth Advisors first reported a position in Quanta Services in Q1 2025 and held it in 4 quarters.
  • Arete Wealth Advisors's Quanta Services position peaked at $387K in Q4 2025.
  • 1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.