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Lake Street Advisors Group’s Quanta Services PWR Stock Holding History

Lake Street Advisors Group’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 		$431K Sell
1,365
-138
-9% -$44.4K 0.02% 356
2024
Q3 		$448K Buy
1,503
+67
+5% +$17.7K 0.02% 352
2024
Q2 		$365K Buy
1,436
+97
+7% +$25.7K 0.02% 391
2024
Q1 		$348K Sell
1,339
-55
-4% -$12.2K 0.02% 424
2023
Q4 		$301K Buy
+1,394
New +$258K 0.02% 437

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 $1.56T 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 $3.37T AUM 44.26% 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 $1.88B AUM 29.07% 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

Lake Street Advisors Group's PWR Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Quanta Services (PWR) stake by 9.2% in Q4 2024, selling an estimated $44.4K and leaving 1,365 shares worth $431K. The position accounts for 0.02% of the portfolio, ranked #356.

Lake Street Advisors Group first reported a position in PWR in Q4 2023 and has held it in 5 quarters since. The position peaked at $448K in Q3 2024. 1,296 funds tracked by Wall St. Rank hold PWR as of Q4 2024.

  • Lake Street Advisors Group held 1,365 shares of Quanta Services worth $431K as of Q4 2024.
  • Lake Street Advisors Group sold 138 Quanta Services shares in Q4 2024, an estimated $44.4K.
  • Quanta Services made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #356 holding.
  • Lake Street Advisors Group first reported a position in Quanta Services in Q4 2023 and has held it in 5 quarters since.
  • Lake Street Advisors Group's Quanta Services position peaked at $448K in Q3 2024.
  • 1,296 funds tracked by Wall St. Rank held Quanta Services as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.