Covestor’s Quanta Services PWR Stock Holding History

Covestor’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	$96K	Sell	175 -140	-44%	-$72.1K	0.07%	306
2025 Q4	$133K	Buy	315 +8	+3%	+$3.52K	0.07%	401
2025 Q3	$128K	Buy	307 +21	+7%	+$8.16K	0.07%	433
2025 Q2	$108K	Sell	286 -27	-9%	-$8.67K	0.06%	514
2025 Q1	$80K	Sell	313 -23	-7%	-$6.65K	0.05%	620
2024 Q4	$106K	Sell	336 -63	-16%	-$20.3K	0.07%	494
2024 Q3	$119K	Buy	399 +1	+0.3%	+$264	0.07%	416
2024 Q2	$101K	Sell	398 -89	-18%	-$23.6K	0.07%	480
2024 Q1	$127K	Buy	487 +98	+25%	+$21.7K	0.08%	373
2023 Q4	$84K	Buy	389 +151	+63%	+$27.9K	0.06%	602
2023 Q3	$45K	Sell	238 -18	-7%	-$3.61K	0.03%	816
2023 Q2	$50K	Sell	256 -2	-0.8%	-$349	0.04%	782
2023 Q1	$43K	Buy	258 +127	+97%	+$19.5K	0.04%	766
2022 Q4	$19K	Buy	+131	New	+$18.6K	0.02%	1051
2022 Q3	–	Sell	-148	Closed	-$19K	–	2472
2022 Q2	$19K	Sell	148 -479	-76%	-$58.8K	0.02%	992
2022 Q1	$83K	Buy	627 +416	+197%	+$46.2K	0.06%	620
2021 Q4	$24K	Buy	+211	New	+$24.3K	0.03%	817

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