Cassady Schiller Wealth Management’s Quanta Services PWR Stock Holding History

Cassady Schiller 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
2024 Q4	$3.16K	Buy	+10	New	+$3.22K	﹤0.01%	495

Other funds holding PWR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cassady Schiller Wealth Management's PWR Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Quanta Services (PWR) in Q4 2024: 10 shares worth $3.16K. The stake represents ﹤0.01% of the portfolio and ranks #495 among its holdings.

1,295 funds tracked by Wall St. Rank hold PWR as of Q4 2024.

Cassady Schiller Wealth Management held 10 shares of Quanta Services worth $3.16K as of Q4 2024.
Quanta Services was a new Cassady Schiller Wealth Management position in Q4 2024.
Quanta Services made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #495 holding.
1,295 funds tracked by Wall St. Rank held Quanta Services as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.