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First Trust Direct Indexing’s Quanta Services PWR Stock Holding History

First Trust Direct Indexing’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 		– Sell
-5,246
Closed -$1.56M – 694
2024
Q3 		$1.56M Buy
5,246
+870
+20% +$230K 0.08% 246
2024
Q2 		$1.11M Buy
4,376
+1,262
+41% +$334K 0.07% 293
2024
Q1 		$809K Buy
3,114
+746
+32% +$165K 0.06% 342
2023
Q4 		$511K Buy
2,368
+344
+17% +$63.6K 0.05% 441
2023
Q3 		$379K Buy
2,024
+253
+14% +$50.7K 0.04% 462
2023
Q2 		$348K Buy
1,771
+262
+17% +$45.7K 0.04% 497
2023
Q1 		$251K Buy
+1,509
New +$232K 0.03% 594

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

First Trust Direct Indexing's PWR Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Quanta Services (PWR) in Q4 2024, closing a stake of 5,246 shares — an estimated $1.56M sold.

First Trust Direct Indexing first reported a position in PWR in Q1 2023 and held it in 7 quarters. The position peaked at $1.56M in Q3 2024. 1,297 funds tracked by Wall St. Rank hold PWR as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Quanta Services position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 5,246 Quanta Services shares in Q4 2024, an estimated $1.56M.
  • First Trust Direct Indexing first reported a position in Quanta Services in Q1 2023 and held it in 7 quarters.
  • First Trust Direct Indexing's Quanta Services position peaked at $1.56M in Q3 2024.
  • 1,297 funds tracked by Wall St. Rank held Quanta Services as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.