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Carolinas Wealth Consulting’s Quanta Services PWR Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-617
Closed -$157K – 718
2025
Q1 		$157K Buy
617
+249
+68% +$72K 0.03% 197
2024
Q4 		$116K Hold
368
– – 0.02% 234
2024
Q3 		$109K Buy
368
+3
+0.8% +$793 0.02% 248
2024
Q2 		$92.5K Buy
365
+2
+0.6% +$530 0.02% 268
2024
Q1 		$94.4K Buy
363
+282
+348% +$62.4K 0.02% 264
2023
Q4 		$17.5K Hold
81
– – ﹤0.01% 469
2023
Q3 		$13.6K Sell
81
-111
-58% -$22.3K ﹤0.01% 484
2023
Q2 		$37.7K Sell
192
-3
-2% -$524 0.01% 390
2023
Q1 		$32.5K Buy
195
+9
+5% +$1.38K 0.01% 420
2022
Q4 		$26.5K Buy
186
+100
+116% +$14.2K 0.01% 443
2022
Q3 		$11K Buy
86
+80
+1,333% +$10.9K ﹤0.01% 556
2022
Q2 		$1K Hold
6
– – ﹤0.01% 852
2022
Q1 		$1K Hold
6
– – ﹤0.01% 875
2021
Q4 		$1K Hold
6
– – ﹤0.01% 927
2021
Q3 		$1K Hold
6
– – ﹤0.01% 902
2021
Q2 		$1K Hold
6
– – ﹤0.01% 910
2021
Q1 		$1K Hold
6
– – ﹤0.01% 905
2020
Q4 		$0 Hold
6
– – ﹤0.01% 1001
2020
Q3 		$0 Hold
6
– – ﹤0.01% 989
2020
Q2 		$0 Buy
+6
New +$214 ﹤0.01% 709

Other funds holding PWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Carolinas Wealth Consulting's PWR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Quanta Services (PWR) in Q2 2025, closing a stake of 617 shares — an estimated $157K sold.

Carolinas Wealth Consulting first reported a position in PWR in Q2 2020 and held it in 20 quarters. The position peaked at $157K in Q1 2025. 1,393 funds tracked by Wall St. Rank hold PWR as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Quanta Services position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 617 Quanta Services shares in Q2 2025, an estimated $157K.
  • Carolinas Wealth Consulting first reported a position in Quanta Services in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Quanta Services position peaked at $157K in Q1 2025.
  • 1,393 funds tracked by Wall St. Rank held Quanta Services as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.