Avalon Trust’s Quanta Services PWR Stock Holding History

Avalon Trust’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	$33.3M	Sell	60,570 -33,094	-35%	-$17M	2.29%	10
2025 Q4	$39.5M	Sell	93,664 -566	-0.6%	-$249K	2.56%	9
2025 Q3	$39.1M	Buy	94,230 +1,102	+1%	+$428K	2.54%	9
2025 Q2	$35.2M	Sell	93,128 -3,750	-4%	-$1.2M	2.57%	10
2025 Q1	$24.6M	Buy	96,878 +6,940	+8%	+$2.01M	1.96%	13
2024 Q4	$28.4M	Sell	89,938 -2,826	-3%	-$909K	2.02%	10
2024 Q3	$27.7M	Sell	92,764 -675	-0.7%	-$178K	2.04%	13
2024 Q2	$23.7M	Sell	93,439 -130	-0.1%	-$34.4K	1.88%	15
2024 Q1	$24.3M	Sell	93,569 -325	-0.3%	-$71.9K	1.99%	14
2023 Q4	$20.3M	Sell	93,894 -780	-0.8%	-$144K	1.85%	19
2023 Q3	$17.7M	Sell	94,674 -31,565	-25%	-$6.33M	1.75%	22
2023 Q2	$24.8M	Sell	126,239 -1,895	-1%	-$331K	2.24%	12
2023 Q1	$21.4M	Buy	+128,134	New	+$19.7M	2.12%	17

Other funds holding PWR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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

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