Congress Wealth Management’s Quanta Services PWR Stock Holding History

Congress 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
2025 Q2	$1.06M	Sell	2,807 -22	-0.8%	-$7.06K	0.01%	688
2025 Q1	$727K	Buy	2,829 +644	+29%	+$186K	0.01%	712
2024 Q4	$691K	Buy	2,185 +14	+0.6%	+$4.5K	0.01%	577
2024 Q3	$647K	Buy	2,171 +22	+1%	+$5.82K	0.01%	592
2024 Q2	$546K	Buy	+2,149	New	+$569K	0.01%	525
2023 Q4	–	Sell	-73,922	Closed	-$13.8M	–	657
2023 Q3	$13.8M	Buy	73,922 +566	+0.8%	+$114K	0.29%	86
2023 Q2	$14.4M	Sell	73,356 -995	-1%	-$174K	0.33%	73
2023 Q1	$12.4M	Sell	74,351 -881	-1%	-$135K	0.3%	92
2022 Q4	$10.7M	Buy	75,232 +2,469	+3%	+$351K	0.28%	113
2022 Q3	$9.27M	Buy	72,763 +4,123	+6%	+$564K	0.25%	121
2022 Q2	$8.6M	Buy	+68,640	New	+$8.42M	0.22%	139

Other funds holding PWR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Congress Wealth Management's PWR Position: Q2 2025 in Review

Congress Wealth Management reduced its Quanta Services (PWR) stake by 0.78% in Q2 2025, selling an estimated $7.06K and leaving 2,807 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #688.

Congress Wealth Management first reported a position in PWR in Q2 2022 and has held it in 11 quarters since. The position peaked at $14.4M in Q2 2023. 1,393 funds tracked by Wall St. Rank hold PWR as of Q2 2025.

Congress Wealth Management held 2,807 shares of Quanta Services worth $1.06M as of Q2 2025.
Congress Wealth Management sold 22 Quanta Services shares in Q2 2025, an estimated $7.06K.
Quanta Services made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #688 holding.
Congress Wealth Management first reported a position in Quanta Services in Q2 2022 and has held it in 11 quarters since.
Congress Wealth Management's Quanta Services position peaked at $14.4M in Q2 2023.
1,393 funds tracked by Wall St. Rank held Quanta Services as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.