NorthRock Partners’s Quanta Services PWR Stock Holding History

NorthRock Partners’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
2026 Q1	$275K	Buy	+500	New	+$257K	﹤0.01%	547
2025 Q4	–	Sell	-2,421	Closed	-$1M	–	854
2025 Q3	$1M	Buy	2,421 +80	+3%	+$31.1K	0.02%	344
2025 Q2	$885K	Buy	2,341 +387	+20%	+$124K	0.02%	265
2025 Q1	$497K	Sell	1,954 -45	-2%	-$13K	0.02%	350
2024 Q4	$632K	Sell	1,999 -88	-4%	-$28.3K	0.02%	295
2024 Q3	$622K	Sell	2,087 -11	-0.5%	-$2.91K	0.02%	312
2024 Q2	$533K	Buy	2,098 +73	+4%	+$19.3K	0.02%	328
2024 Q1	$526K	Buy	2,025 +139	+7%	+$30.8K	0.02%	340
2023 Q4	$407K	Buy	+1,886	New	+$348K	0.02%	381
2023 Q3	–	Sell	-1,047	Closed	-$206K	–	374
2023 Q2	$206K	Buy	+1,047	New	+$183K	0.02%	295

Other funds holding PWR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return