Lido Advisors
PWR icon

Lido Advisors’s Quanta Services PWR Stock Holding History

Lido 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
2026
Q1 		$34.6M Sell
63,059
-21,158
-25% -$10.9M 0.14% 128
2025
Q4 		$35.1M Hold
84,217
– – 0.14% 126
2025
Q3 		$34.9M Buy
84,217
+18,123
+27% +$7.04M 0.14% 118
2025
Q2 		$25M Buy
66,094
+24,471
+59% +$7.86M 0.13% 128
2025
Q1 		$10.6M Buy
41,623
+36,515
+715% +$10.6M 0.06% 229
2024
Q4 		$1.61M Buy
5,108
+566
+12% +$182K 0.01% 583
2024
Q3 		$1.35M Buy
4,542
+679
+18% +$180K 0.01% 594
2024
Q2 		$982K Buy
3,863
+886
+30% +$235K 0.01% 670
2024
Q1 		$773K Buy
2,977
+89
+3% +$19.7K 0.01% 753
2023
Q4 		$624K Sell
2,888
-26,194
-90% -$4.84M 0.01% 780
2023
Q3 		$5.44M Buy
29,082
+26,855
+1,206% +$5.39M 0.06% 219
2023
Q2 		$438K Buy
2,227
+18
+0.8% +$3.14K 0.01% 783
2023
Q1 		$368K Sell
2,209
-2,986
-57% -$459K 0.01% 805
2022
Q4 		$740K Buy
+5,195
New +$738K 0.01% 478

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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
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