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Geller Advisors’s Quanta Services PWR Stock Holding History

Geller Advisors’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
-1,492
Closed -$445K – 272
2024
Q3 		$445K Hold
1,492
– – 0.03% 152
2024
Q2 		$379K Buy
1,492
+16
+1% +$4.24K 0.03% 177
2024
Q1 		$383K Sell
1,476
-102
-6% -$22.6K 0.03% 180
2023
Q4 		$341K Sell
1,578
-39
-2% -$7.21K 0.03% 180
2023
Q3 		$303K Sell
1,617
-1,249
-44% -$250K 0.04% 186
2023
Q2 		$563K Buy
2,866
+581
+25% +$101K 0.07% 99
2023
Q1 		$381K Buy
2,285
+81
+4% +$12.5K 0.06% 95
2022
Q4 		$314K Buy
2,204
+16
+0.7% +$2.27K 0.05% 89
2022
Q3 		$279K Buy
2,188
+3
+0.1% +$410 0.06% 86
2022
Q2 		$274K Buy
2,185
+2
+0.1% +$245 0.06% 97
2022
Q1 		$287K Buy
2,183
+57
+3% +$6.33K 0.05% 117
2021
Q4 		$244K Hold
2,126
– – 0.05% 141
2021
Q3 		$242K Sell
2,126
-206
-9% -$20.7K 0.05% 125
2021
Q2 		$211K Buy
+2,332
New +$219K 0.05% 129

Other funds holding PWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geller Advisors's PWR Position: Q4 2024 in Review

Geller Advisors sold out of Quanta Services (PWR) in Q4 2024, closing a stake of 1,492 shares — an estimated $445K sold.

Geller Advisors first reported a position in PWR in Q2 2021 and held it in 14 quarters. The position peaked at $563K in Q2 2023. 1,295 funds tracked by Wall St. Rank hold PWR as of Q4 2024.

  • Geller Advisors reported no remaining Quanta Services position as of Q4 2024 after selling out during the quarter.
  • Geller Advisors sold 1,492 Quanta Services shares in Q4 2024, an estimated $445K.
  • Geller Advisors first reported a position in Quanta Services in Q2 2021 and held it in 14 quarters.
  • Geller Advisors's Quanta Services position peaked at $563K in Q2 2023.
  • 1,295 funds tracked by Wall St. Rank held Quanta Services as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.