MWM
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MinichMacGregor Wealth Management’s Quanta Services PWR Stock Holding History

MinichMacGregor Wealth Management’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
2023
Q1 		– Sell
-187
Closed -$26.6K – 497
2022
Q4 		$26.6K Buy
+187
New +$26.6K 0.01% 255

Other funds holding PWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MinichMacGregor Wealth Management's PWR Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Quanta Services (PWR) in Q1 2023, closing a stake of 187 shares — an estimated $26.6K sold.

MinichMacGregor Wealth Management first reported a position in PWR in Q4 2022 and held it in 1 quarter. The position peaked at $26.6K in Q4 2022. 890 funds tracked by Wall St. Rank hold PWR as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Quanta Services position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 187 Quanta Services shares in Q1 2023, an estimated $26.6K.
  • MinichMacGregor Wealth Management first reported a position in Quanta Services in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Quanta Services position peaked at $26.6K in Q4 2022.
  • 890 funds tracked by Wall St. Rank held Quanta Services as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.