Next Financial Group’s Quanta Services PWR Stock Holding History

Next Financial Group’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
2021 Q4	$97K	Buy	846 +15	+2%	+$1.73K	0.01%	1183
2021 Q3	$95K	Sell	831 -11	-1%	-$1.1K	0.01%	1137
2021 Q2	$77K	Hold	842	–	–	0.01%	1225
2021 Q1	$74K	Sell	842 -290	-26%	-$23.1K	0.01%	1131
2020 Q4	$81K	Buy	1,132 +140	+14%	+$9.23K	0.01%	1029
2020 Q3	$52K	Buy	+992	New	+$46.1K	0.01%	1096
2020 Q2	–	Sell	-780	Closed	-$25K	–	1587
2020 Q1	$25K	Sell	780 -94	-11%	-$3.49K	﹤0.01%	1194
2019 Q4	$36K	Hold	874	–	–	﹤0.01%	1325
2019 Q3	$33K	Hold	874	–	–	﹤0.01%	1275
2019 Q2	$33K	Buy	+874	New	+$33.2K	﹤0.01%	1302
2019 Q1	–	Sell	-874	Closed	-$26K	–	2014
2018 Q4	$26K	Buy	+874	New	+$28.3K	0.01%	1017
2017 Q4	–	Sell	-216	Closed	-$8K	–	1116
2017 Q3	$8K	Hold	216	–	–	﹤0.01%	1298
2017 Q2	$7K	Hold	216	–	–	﹤0.01%	1454
2017 Q1	$8K	Hold	216	–	–	﹤0.01%	1365
2016 Q4	$8K	Hold	216	–	–	﹤0.01%	1757
2016 Q3	$6K	Hold	216	–	–	﹤0.01%	1872
2016 Q2	$4K	Hold	216	–	–	﹤0.01%	1474
2016 Q1	$4K	Hold	216	–	–	﹤0.01%	1434
2015 Q4	$4K	Hold	216	–	–	﹤0.01%	1464
2015 Q3	$5K	Hold	216	–	–	﹤0.01%	1427
2015 Q2	$6K	Hold	216	–	–	﹤0.01%	1436
2015 Q1	$6K	Sell	216 -10	-4%	-$280	﹤0.01%	1436
2014 Q4	$6K	Hold	226	–	–	﹤0.01%	1440
2014 Q3	$8K	Buy	+226	New	+$8.04K	﹤0.01%	1872

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's PWR Position: Q4 2021 in Review

Next Financial Group increased its Quanta Services (PWR) stake by 1.8% in Q4 2021, buying an estimated $1.73K and bringing the position to 846 shares worth $97K. The position accounts for 0.01% of the portfolio, ranked #1183.

Next Financial Group first reported a position in PWR in Q3 2014 and has held it in 24 quarters since. 747 funds tracked by Wall St. Rank hold PWR as of Q4 2021.

Next Financial Group held 846 shares of Quanta Services worth $97K as of Q4 2021.
Next Financial Group bought 15 Quanta Services shares in Q4 2021, an estimated $1.73K.
Quanta Services made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1183 holding.
Next Financial Group first reported a position in Quanta Services in Q3 2014 and has held it in 24 quarters since.
747 funds tracked by Wall St. Rank held Quanta Services as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.