MPW
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Monterey Private Wealth’s Quanta Services PWR Stock Holding History

Monterey Private Wealth’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 		$236K Hold
930
– – 0.07% 112
2024
Q4 		$294K Hold
930
– – 0.1% 97
2024
Q3 		$277K Hold
930
– – 0.09% 100
2024
Q2 		$236K Hold
930
– – 0.09% 104
2024
Q1 		$242K Buy
930
+2
+0.2% +$442 0.1% 95
2023
Q4 		$200K Buy
+928
New +$171K 0.09% 103

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
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
UBS Group
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

Monterey Private Wealth's PWR Position: Q1 2025 in Review

Monterey Private Wealth held its Quanta Services (PWR) position steady in Q1 2025 at 930 shares worth $236K. The position accounts for 0.07% of the portfolio, ranked #112.

Monterey Private Wealth first reported a position in PWR in Q4 2023 and has held it in 6 quarters since. The position peaked at $294K in Q4 2024. 1,285 funds tracked by Wall St. Rank hold PWR as of Q1 2025.

  • Monterey Private Wealth held 930 shares of Quanta Services worth $236K as of Q1 2025.
  • Monterey Private Wealth left its Quanta Services share count unchanged in Q1 2025.
  • Quanta Services made up 0.07% of Monterey Private Wealth's portfolio in Q1 2025, its #112 holding.
  • Monterey Private Wealth first reported a position in Quanta Services in Q4 2023 and has held it in 6 quarters since.
  • Monterey Private Wealth's Quanta Services position peaked at $294K in Q4 2024.
  • 1,285 funds tracked by Wall St. Rank held Quanta Services as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.