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Lockerman Financial Group’s Quanta Services PWR Stock Holding History

Lockerman Financial 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
2025
Q3 		– Sell
-1,000
Closed -$378K – 127
2025
Q2 		$378K Hold
1,000
– – 0.51% 63
2025
Q1 		$254K Hold
1,000
– – 0.38% 90
2024
Q4 		$316K Hold
1,000
– – 0.54% 60
2024
Q3 		$298K Hold
1,000
– – 0.5% 70
2024
Q2 		$254K Buy
+1,000
New +$265K 0.46% 81

Other funds holding PWR

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Lockerman Financial Group's PWR Position: Q3 2025 in Review

Lockerman Financial Group sold out of Quanta Services (PWR) in Q3 2025, closing a stake of 1,000 shares — an estimated $378K sold.

Lockerman Financial Group first reported a position in PWR in Q2 2024 and held it in 5 quarters. The position peaked at $378K in Q2 2025. 1,452 funds tracked by Wall St. Rank hold PWR as of Q3 2025.

  • Lockerman Financial Group reported no remaining Quanta Services position as of Q3 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 1,000 Quanta Services shares in Q3 2025, an estimated $378K.
  • Lockerman Financial Group first reported a position in Quanta Services in Q2 2024 and held it in 5 quarters.
  • Lockerman Financial Group's Quanta Services position peaked at $378K in Q2 2025.
  • 1,452 funds tracked by Wall St. Rank held Quanta Services as of Q3 2025.

Based on Lockerman Financial Group's 13F filing for Q3 2025, filed 16 Oct 2025.