Avion Wealth’s Quanta Services PWR Stock Holding History

Avion Wealth’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	$22K	Buy	41 +6	+17%	+$3.09K	﹤0.01%	320
2025 Q4	$14K	Sell	35 -2	-5%	-$879	﹤0.01%	416
2025 Q3	$15K	Sell	37 -1	-3%	-$389	﹤0.01%	395
2025 Q2	$14K	Buy	38 +16	+73%	+$5.14K	﹤0.01%	393
2025 Q1	$6K	Hold	22	–	–	﹤0.01%	511
2024 Q4	$6K	Buy	22 +1	+5%	+$322	﹤0.01%	510
2024 Q3	$6K	Hold	21	–	–	﹤0.01%	498
2024 Q2	$5K	Buy	21 +8	+62%	+$2.12K	﹤0.01%	475
2024 Q1	$4K	Buy	13 +7	+117%	+$1.55K	﹤0.01%	515
2023 Q4	$1K	Sell	6 -9	-60%	-$1.66K	﹤0.01%	929
2023 Q3	$2K	Buy	15 +6	+67%	+$1.2K	﹤0.01%	516
2023 Q2	$1K	Buy	9 +6	+200%	+$1.05K	﹤0.01%	635
2023 Q1	$0	Buy	+3	New	+$461	﹤0.01%	729

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