Capital Analysts LLC’s Quanta Services PWR Stock Holding History

Capital Analysts LLC’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	$1K	Buy	+1	New	+$515	﹤0.01%	1519
2025 Q4	–	Sell	-12	Closed	-$5K	–	1499
2025 Q3	$5K	Buy	+12	New	+$4.66K	﹤0.01%	1314
2025 Q2	–	Sell	-40	Closed	-$10K	–	1419
2025 Q1	$10K	Sell	40 -25	-38%	-$7.22K	﹤0.01%	1125
2024 Q4	$21K	Buy	65 +35	+117%	+$11.3K	﹤0.01%	935
2024 Q3	$9K	Buy	30 +7	+30%	+$1.85K	﹤0.01%	1046
2024 Q2	$6K	Sell	23 -20	-47%	-$5.3K	﹤0.01%	1028
2024 Q1	$11K	Buy	43 +20	+87%	+$4.42K	﹤0.01%	916
2023 Q4	$5K	Buy	23 +18	+360%	+$3.33K	﹤0.01%	966
2023 Q3	$1K	Hold	5	–	–	﹤0.01%	1127
2023 Q2	$1K	Buy	+5	New	+$873	﹤0.01%	984
2022 Q1	–	Sell	-407	Closed	-$47K	–	1014
2021 Q4	$47K	Sell	407 -1,160	-74%	-$134K	﹤0.01%	584
2021 Q3	$178K	Sell	1,567 -8	-0.5%	-$802	0.01%	356
2021 Q2	$143K	Sell	1,575 -778	-33%	-$73.1K	0.01%	384
2021 Q1	$207K	Buy	+2,353	New	+$187K	0.01%	332
2015 Q1	–	Sell	-68,230	Closed	-$1.94M	–	404
2014 Q4	$1.94M	Buy	68,230 +4,449	+7%	+$140K	0.43%	54
2014 Q3	$2.31M	Buy	+63,781	New	+$2.27M	0.54%	45

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