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Financial Advocates Investment Management’s Quanta Services PWR Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-2,999
Closed -$1.13M – 456
2025
Q2 		$1.13M Sell
2,999
-6,991
-70% -$2.24M 0.09% 209
2025
Q1 		$2.54M Buy
9,990
+892
+10% +$258K 0.18% 136
2024
Q4 		$2.88M Buy
9,098
+2,145
+31% +$690K 0.16% 138
2024
Q3 		$2.07M Buy
6,953
+771
+12% +$204K 0.12% 177
2024
Q2 		$1.57M Buy
6,182
+53
+0.9% +$14K 0.1% 204
2024
Q1 		$1.59M Sell
6,129
-83
-1% -$18.4K 0.09% 214
2023
Q4 		$1.34M Sell
6,212
-24
-0.4% -$4.43K 0.09% 230
2023
Q3 		$1.17M Sell
6,236
-139
-2% -$27.9K 0.08% 243
2023
Q2 		$1.25M Sell
6,375
-126
-2% -$22K 0.09% 229
2023
Q1 		$1.08M Sell
6,501
-5,312
-45% -$817K 0.08% 276
2022
Q4 		$1.68M Buy
11,813
+6,050
+105% +$859K 0.13% 197
2022
Q3 		$694K Sell
5,763
-548
-9% -$74.9K 0.06% 330
2022
Q2 		$791K Buy
6,311
+2,650
+72% +$325K 0.06% 306
2022
Q1 		$482K Buy
3,661
+60
+2% +$6.67K 0.03% 448
2021
Q4 		$413K Buy
3,601
+340
+10% +$39.2K 0.03% 539
2021
Q3 		$372K Buy
3,261
+902
+38% +$90.4K 0.03% 554
2021
Q2 		$226K Sell
2,359
-834
-26% -$78.3K 0.02% 671
2021
Q1 		$281K Buy
3,193
+30
+0.9% +$2.39K 0.02% 623
2020
Q4 		$227K Buy
+3,163
New +$209K 0.02% 649

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Financial Advocates Investment Management's PWR Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Quanta Services (PWR) in Q3 2025, closing a stake of 2,999 shares — an estimated $1.13M sold.

Financial Advocates Investment Management first reported a position in PWR in Q4 2020 and held it in 19 quarters. The position peaked at $2.88M in Q4 2024. 1,453 funds tracked by Wall St. Rank hold PWR as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Quanta Services position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,999 Quanta Services shares in Q3 2025, an estimated $1.13M.
  • Financial Advocates Investment Management first reported a position in Quanta Services in Q4 2020 and held it in 19 quarters.
  • Financial Advocates Investment Management's Quanta Services position peaked at $2.88M in Q4 2024.
  • 1,453 funds tracked by Wall St. Rank held Quanta Services as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.