Lowe Wealth Advisors’s Quanta Services PWR Stock Holding History

Lowe Wealth 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
2025 Q1	–	Sell	-58	Closed	-$18.3K	–	383
2024 Q4	$18.3K	Hold	58	–	–	0.01%	192
2024 Q3	$17.3K	Hold	58	–	–	0.01%	181
2024 Q2	$14.7K	Sell	58 -21	-27%	-$5.56K	0.01%	192
2024 Q1	$20.5K	Hold	79	–	–	0.01%	162
2023 Q4	$17K	Hold	79	–	–	0.01%	171
2023 Q3	$14.8K	Sell	79 -95	-55%	-$19.1K	0.01%	172
2023 Q2	$34.2K	Hold	174	–	–	0.02%	131
2023 Q1	$29K	Hold	174	–	–	0.02%	134
2022 Q4	$24.8K	Hold	174	–	–	0.01%	146
2022 Q3	$22K	Buy	174 +124	+248%	+$17K	0.01%	141
2022 Q2	$6K	Hold	50	–	–	﹤0.01%	223
2022 Q1	$7K	Hold	50	–	–	﹤0.01%	225
2021 Q4	$6K	Sell	50 -40	-44%	-$4.61K	﹤0.01%	223
2021 Q3	$10K	Sell	90 -3,800	-98%	-$381K	﹤0.01%	188
2021 Q2	$352K	Buy	3,890 +35	+0.9%	+$3.29K	0.17%	31
2021 Q1	$339K	Buy	3,855 +3,805	+7,610%	+$303K	0.17%	29
2020 Q4	$4K	Buy	+50	New	+$3.3K	﹤0.01%	217

Other funds holding PWR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return