Orion Portfolio Solutions’s Quanta Services PWR Stock Holding History

Orion Portfolio Solutions’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 Q1	$3.51M	Buy	13,819 +817	+6%	+$236K	0.03%	469
2024 Q4	$4.11M	Buy	13,002 +165	+1%	+$53.1K	0.04%	386
2024 Q3	$3.83M	Sell	12,837 -850	-6%	-$225K	0.04%	414
2024 Q2	$3.48M	Buy	13,687 +123	+0.9%	+$32.6K	0.04%	417
2024 Q1	$3.52M	Buy	13,564 +113	+0.8%	+$25K	0.04%	422
2023 Q4	$2.77M	Sell	13,451 -621	-4%	-$115K	0.03%	480
2023 Q3	$2.63M	Sell	14,072 -530	-4%	-$106K	0.03%	493
2023 Q2	$2.87M	Sell	14,602 -382	-3%	-$66.7K	0.03%	502
2023 Q1	$2.5M	Buy	+14,984	New	+$2.3M	0.03%	507
2020 Q3	–	Sell	-423	Closed	-$17K	–	1653
2020 Q2	$17K	Buy	423 +221	+109%	+$7.88K	﹤0.01%	1008
2020 Q1	$6K	Buy	202 +15	+8%	+$557	﹤0.01%	1246
2019 Q4	$8K	Buy	+187	New	+$7.63K	﹤0.01%	1101

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Orion Portfolio Solutions's PWR Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Quanta Services (PWR) stake by 6.3% in Q1 2025, buying an estimated $236K and bringing the position to 13,819 shares worth $3.51M. The position accounts for 0.03% of the portfolio, ranked #469.

Orion Portfolio Solutions first reported a position in PWR in Q4 2019 and has held it in 12 quarters since. The position peaked at $4.11M in Q4 2024. 1,286 funds tracked by Wall St. Rank hold PWR as of Q1 2025.

Orion Portfolio Solutions held 13,819 shares of Quanta Services worth $3.51M as of Q1 2025.
Orion Portfolio Solutions bought 817 Quanta Services shares in Q1 2025, an estimated $236K.
Quanta Services made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #469 holding.
Orion Portfolio Solutions first reported a position in Quanta Services in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Quanta Services position peaked at $4.11M in Q4 2024.
1,286 funds tracked by Wall St. Rank held Quanta Services as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.