AAS
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Avantax Advisory Services’s Quanta Services PWR Stock Holding History

Avantax Advisory Services’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
Q2 		$6.35M Buy
16,793
+682
+4% +$219K 0.03% 375
2025
Q1 		$4.1M Buy
16,111
+1,105
+7% +$319K 0.02% 482
2024
Q4 		$4.74M Buy
15,006
+2,593
+21% +$834K 0.03% 412
2024
Q3 		$3.7M Sell
12,413
-1,117
-8% -$295K 0.02% 485
2024
Q2 		$3.44M Buy
13,530
+11,129
+464% +$2.95M 0.02% 485
2024
Q1 		$624K Sell
2,401
-2,881
-55% -$637K 0.01% 943
2023
Q4 		$1.14M Buy
5,282
+260
+5% +$48K 0.01% 665
2023
Q3 		$940K Sell
5,022
-698
-12% -$140K 0.01% 717
2023
Q2 		$1.12M Buy
5,720
+359
+7% +$62.7K 0.01% 641
2023
Q1 		$893K Buy
5,361
+1,518
+40% +$233K 0.01% 692
2022
Q4 		$548K Sell
3,843
-157
-4% -$22.3K 0.01% 820
2022
Q3 		$510K Buy
4,000
+547
+16% +$74.8K 0.01% 765
2022
Q2 		$433K Buy
3,453
+101
+3% +$12.4K 0.01% 845
2022
Q1 		$441K Sell
3,352
-139
-4% -$15.4K 0.01% 842
2021
Q4 		$400K Sell
3,491
-69
-2% -$7.96K 0.01% 845
2021
Q3 		$406K Buy
3,560
+441
+14% +$44.2K 0.01% 798
2021
Q2 		$282K Buy
3,119
+124
+4% +$11.6K 0.01% 932
2021
Q1 		$264K Hold
2,995
– – 0.01% 862
2020
Q4 		$215K Buy
+2,995
New +$197K 0.01% 854

Other funds holding PWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avantax Advisory Services's PWR Position: Q2 2025 in Review

Avantax Advisory Services increased its Quanta Services (PWR) stake by 4.2% in Q2 2025, buying an estimated $219K and bringing the position to 16,793 shares worth $6.35M. The position accounts for 0.03% of the portfolio, ranked #375.

Avantax Advisory Services first reported a position in PWR in Q4 2020 and has held it in 19 quarters since. 1,393 funds tracked by Wall St. Rank hold PWR as of Q2 2025.

  • Avantax Advisory Services held 16,793 shares of Quanta Services worth $6.35M as of Q2 2025.
  • Avantax Advisory Services bought 682 Quanta Services shares in Q2 2025, an estimated $219K.
  • Quanta Services made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #375 holding.
  • Avantax Advisory Services first reported a position in Quanta Services in Q4 2020 and has held it in 19 quarters since.
  • 1,393 funds tracked by Wall St. Rank held Quanta Services as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.