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Marshall & Sterling Wealth Advisors’s Quanta Services PWR Stock Holding History

Marshall & Sterling 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
Q4 		– Sell
-37
Closed -$15.3K – 557
2025
Q3 		$15.3K Hold
37
– – 0.01% 298
2025
Q2 		$14K Buy
37
+33
+825% +$10.6K 0.01% 287
2025
Q1 		$1.02K Buy
+4
New +$1.16K ﹤0.01% 583

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's PWR Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Quanta Services (PWR) in Q4 2025, closing a stake of 37 shares — an estimated $15.3K sold.

Marshall & Sterling Wealth Advisors first reported a position in PWR in Q1 2025 and held it in 3 quarters. The position peaked at $15.3K in Q3 2025. 1,617 funds tracked by Wall St. Rank hold PWR as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Quanta Services position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 37 Quanta Services shares in Q4 2025, an estimated $15.3K.
  • Marshall & Sterling Wealth Advisors first reported a position in Quanta Services in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Quanta Services position peaked at $15.3K in Q3 2025.
  • 1,617 funds tracked by Wall St. Rank held Quanta Services as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.