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BerganKDV Wealth Management’s Quanta Services PWR Stock Holding History

BerganKDV Wealth Management’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
2023
Q2 		$4.13K Sell
21
-312
-94% -$54.5K ﹤0.01% 624
2023
Q1 		$55.5K Buy
333
+312
+1,486% +$48K 0.01% 382
2022
Q4 		$2.99K Buy
+21
New +$2.98K ﹤0.01% 754

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BerganKDV Wealth Management's PWR Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Quanta Services (PWR) stake by 94% in Q2 2023, selling an estimated $54.5K and leaving 21 shares worth $4.13K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

BerganKDV Wealth Management first reported a position in PWR in Q4 2022 and has held it in 3 quarters since. The position peaked at $55.5K in Q1 2023. 940 funds tracked by Wall St. Rank hold PWR as of Q2 2023.

  • BerganKDV Wealth Management held 21 shares of Quanta Services worth $4.13K as of Q2 2023.
  • BerganKDV Wealth Management sold 312 Quanta Services shares in Q2 2023, an estimated $54.5K.
  • Quanta Services made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #624 holding.
  • BerganKDV Wealth Management first reported a position in Quanta Services in Q4 2022 and has held it in 3 quarters since.
  • BerganKDV Wealth Management's Quanta Services position peaked at $55.5K in Q1 2023.
  • 940 funds tracked by Wall St. Rank held Quanta Services as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.