Optimum Investment Advisors’s Quanta Services PWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.38M | Sell |
3,336
-200
| -6% | -$77.7K | 0.55% | 35 |
|
|
2025
Q2 | $1.34M | Buy |
3,536
+100
| +3% | +$32.1K | 0.58% | 35 |
|
|
2025
Q1 | $873K | Sell |
3,436
-400
| -10% | -$116K | 0.41% | 55 |
|
|
2024
Q4 | $1.21M | Hold |
3,836
| – | – | 0.54% | 37 |
|
|
2024
Q3 | $1.14M | Hold |
3,836
| – | – | 0.49% | 37 |
|
|
2024
Q2 | $975K | Hold |
3,836
| – | – | 0.44% | 49 |
|
|
2024
Q1 | $997K | Sell |
3,836
-50
| -1% | -$11.1K | 0.46% | 51 |
|
|
2023
Q4 | $839K | Sell |
3,886
-25
| -0.6% | -$4.62K | 0.42% | 59 |
|
|
2023
Q3 | $732K | Buy |
3,911
+324
| +9% | +$65K | 0.37% | 62 |
|
|
2023
Q2 | $705K | Buy |
3,587
+1,187
| +49% | +$207K | 0.35% | 67 |
|
|
2023
Q1 | $400K | Buy |
2,400
+375
| +19% | +$57.7K | 0.21% | 116 |
|
|
2022
Q4 | $289K | Hold |
2,025
| – | – | 0.16% | 148 |
|
|
2022
Q3 | $258K | Buy |
2,025
+1,225
| +153% | +$168K | 0.14% | 158 |
|
|
2022
Q2 | $100K | Hold |
800
| – | – | 0.05% | 283 |
|
|
2022
Q1 | $105K | Buy |
800
+600
| +300% | +$66.7K | 0.04% | 312 |
|
|
2021
Q4 | $23K | Sell |
200
-202
| -50% | -$23.3K | 0.01% | 582 |
|
|
2021
Q3 | $46K | Hold |
402
| – | – | 0.02% | 467 |
|
|
2021
Q2 | $36K | Hold |
402
| – | – | 0.01% | 574 |
|
|
2021
Q1 | $35K | Hold |
402
| – | – | 0.01% | 573 |
|
|
2020
Q4 | $29K | Buy |
+402
| New | +$26.5K | 0.01% | 564 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$4K | – | 930 |
|
|
2019
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 864 |
|
|
2019
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 906 |
|
|
2019
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 866 |
|
|
2019
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 916 |
|
|
2018
Q4 | $3K | Sell |
100
-50
| -33% | -$1.62K | ﹤0.01% | 890 |
|
|
2018
Q3 | $5K | Sell |
150
-1,250
| -89% | -$42.5K | ﹤0.01% | 921 |
|
|
2018
Q2 | $47K | Sell |
1,400
-1,550
| -53% | -$54.3K | 0.01% | 541 |
|
|
2018
Q1 | $101K | Buy |
+2,950
| New | +$107K | 0.03% | 405 |
|
|
2015
Q1 | – | Sell |
-2,500
| Closed | -$71K | – | 989 |
|
|
2014
Q4 | $71K | Hold |
2,500
| – | – | 0.02% | 431 |
|
|
2014
Q3 | $91K | Hold |
2,500
| – | – | 0.03% | 366 |
|
|
2014
Q2 | $86K | Hold |
2,500
| – | – | 0.03% | 370 |
|
|
2014
Q1 | $92K | Hold |
2,500
| – | – | 0.03% | 314 |
|
|
2013
Q4 | $79K | Hold |
2,500
| – | – | 0.03% | 331 |
|
|
2013
Q3 | $69K | Buy |
+2,500
| New | +$67.6K | 0.03% | 328 |
|
Other funds holding PWR
PP
Optimum Investment Advisors's PWR Position: Q3 2025 in Review
Optimum Investment Advisors reduced its Quanta Services (PWR) stake by 5.7% in Q3 2025, selling an estimated $77.7K and leaving 3,336 shares worth $1.38M. The position accounts for 0.55% of the portfolio, ranked #35.
Optimum Investment Advisors first reported a position in PWR in Q3 2013 and has held it in 34 quarters since. 1,453 funds tracked by Wall St. Rank hold PWR as of Q3 2025.
- Optimum Investment Advisors held 3,336 shares of Quanta Services worth $1.38M as of Q3 2025.
- Optimum Investment Advisors sold 200 Quanta Services shares in Q3 2025, an estimated $77.7K.
- Quanta Services made up 0.55% of Optimum Investment Advisors's portfolio in Q3 2025, its #35 holding.
- Optimum Investment Advisors first reported a position in Quanta Services in Q3 2013 and has held it in 34 quarters since.
- 1,453 funds tracked by Wall St. Rank held Quanta Services as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.