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Morningstar Investment Services’s Quanta Services PWR Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-1,065
Closed -$316K – 338
2024
Q3 		$316K Buy
1,065
+171
+19% +$45.2K ﹤0.01% 339
2024
Q2 		$239K Buy
+894
New +$237K ﹤0.01% 347

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morningstar Investment Services's PWR Position: Q4 2024 in Review

Morningstar Investment Services sold out of Quanta Services (PWR) in Q4 2024, closing a stake of 1,065 shares — an estimated $316K sold.

Morningstar Investment Services first reported a position in PWR in Q2 2024 and held it in 2 quarters. The position peaked at $316K in Q3 2024. 1,296 funds tracked by Wall St. Rank hold PWR as of Q4 2024.

  • Morningstar Investment Services reported no remaining Quanta Services position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 1,065 Quanta Services shares in Q4 2024, an estimated $316K.
  • Morningstar Investment Services first reported a position in Quanta Services in Q2 2024 and held it in 2 quarters.
  • Morningstar Investment Services's Quanta Services position peaked at $316K in Q3 2024.
  • 1,296 funds tracked by Wall St. Rank held Quanta Services as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.