Nicola Wealth Management’s Quanta Services PWR Stock Holding History

Nicola 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
2025 Q3	–	Sell	-7,000	Closed	-$2.65M	–	99
2025 Q2	$2.65M	Sell	7,000 -2,500	-26%	-$803K	0.25%	68
2025 Q1	$2.41M	Buy	9,500 +1,500	+19%	+$433K	0.24%	72
2024 Q4	$2.53M	Sell	8,000 -1,000	-11%	-$322K	0.24%	76
2024 Q3	$2.68M	Buy	9,000 +1,500	+20%	+$397K	0.21%	76
2024 Q2	$1.91M	Buy	7,500 +3,500	+88%	+$927K	0.17%	86
2024 Q1	$1.04M	Buy	+4,000	New	+$885K	0.1%	104

Other funds holding PWR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Nicola Wealth Management's PWR Position: Q3 2025 in Review

Nicola Wealth Management sold out of Quanta Services (PWR) in Q3 2025, closing a stake of 7,000 shares — an estimated $2.65M sold.

Nicola Wealth Management first reported a position in PWR in Q1 2024 and held it in 6 quarters. The position peaked at $2.68M in Q3 2024. 1,453 funds tracked by Wall St. Rank hold PWR as of Q3 2025.

Nicola Wealth Management reported no remaining Quanta Services position as of Q3 2025 after selling out during the quarter.
Nicola Wealth Management sold 7,000 Quanta Services shares in Q3 2025, an estimated $2.65M.
Nicola Wealth Management first reported a position in Quanta Services in Q1 2024 and held it in 6 quarters.
Nicola Wealth Management's Quanta Services position peaked at $2.68M in Q3 2024.
1,453 funds tracked by Wall St. Rank held Quanta Services as of Q3 2025.

Based on Nicola Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.