Peconic Partners’s Quanta Services PWR Stock Holding History

Peconic Partners’s Portfolio PWR Stock Details PWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.89B	Sell	4,996,649 -300,916	-6%	-$114M	60.56%	1
2025 Q1	$1.35B	Buy	5,297,565 +99,000	+2%	+$25.2M	68.77%	1
2024 Q4	$1.64B	Sell	5,198,565 -300,000	-5%	-$94.8M	66.78%	1
2024 Q3	$1.64B	Sell	5,498,565 -100,000	-2%	-$29.8M	68.59%	1
2024 Q2	$1.42B	Hold	5,598,565	–	–	60.98%	1
2024 Q1	$1.45B	Buy	5,598,565 +70,200	+1%	+$18.2M	64.59%	1
2023 Q4	$1.19B	Hold	5,528,365	–	–	57.27%	1
2023 Q3	$1.03B	Hold	5,528,365	–	–	60.27%	1
2023 Q2	$1.09B	Sell	5,528,365 -35,000	-0.6%	-$6.88M	52.46%	1
2023 Q1	$927M	Buy	5,563,365 +418	+0%	+$69.7K	52.61%	1
2022 Q4	$807M	Buy	5,562,947 +31,744	+0.6%	+$4.6M	52.07%	1
2022 Q3	$705M	Buy	5,531,203 +65,492	+1%	+$8.34M	48.69%	1
2022 Q2	$685M	Buy	5,465,711 +5,000	+0.1%	+$627K	50.24%	1
2022 Q1	$719M	Sell	5,460,711 -70,000	-1%	-$9.21M	55.06%	1
2021 Q4	$634M	Sell	5,530,711 -33,900	-0.6%	-$3.89M	50.97%	1
2021 Q3	$633M	Sell	5,564,611 -104,043	-2%	-$11.8M	56.2%	1
2021 Q2	$513M	Sell	5,668,654 -14,000	-0.2%	-$1.27M	51.38%	1
2021 Q1	$500M	Buy	5,682,654 +291,039	+5%	+$25.6M	52.45%	1
2020 Q4	$388M	Sell	5,391,615 -290,831	-5%	-$20.9M	46.55%	1
2020 Q3	$300M	Sell	5,682,446 -3,758	-0.1%	-$199K	53.53%	1
2020 Q2	$223M	Buy	5,686,204 +244,163	+4%	+$9.58M	62.19%	1
2020 Q1	$173M	Hold	5,442,041	–	–	66.77%	1
2019 Q4	$222M	Buy	5,442,041 +321,968	+6%	+$13.1M	45.18%	1
2019 Q3	$194M	Buy	5,120,073 +1,191,900	+30%	+$45.1M	45.01%	1
2019 Q2	$150M	Buy	3,928,173 +80,000	+2%	+$3.06M	29.53%	2
2019 Q1	$145M	Buy	3,848,173 +157,800	+4%	+$5.96M	29.18%	2
2018 Q4	$111M	Buy	3,690,373 +618,459	+20%	+$18.6M	27.19%	2
2018 Q3	$103M	Sell	3,071,914 -1,713,550	-36%	-$57.2M	25.88%	2
2018 Q2	$160M	Buy	4,785,464 +285,083	+6%	+$9.52M	29.33%	2
2018 Q1	$155M	Buy	+4,500,381	New	+$155M	29.89%	2
2017 Q4	–	Sell	-4,754,856	Closed	-$178M	–	52
2017 Q3	$178M	Buy	4,754,856 +190,371	+4%	+$7.11M	28.65%	2
2017 Q2	$150M	Buy	4,564,485 +1,714,485	+60%	+$56.4M	24.2%	2
2017 Q1	$106M	Buy	2,850,000 +1,625,000	+133%	+$60.3M	12.15%	3
2016 Q4	$42.7M	Buy	+1,225,000	New	+$42.7M	5.64%	4
2016 Q1	–	Sell	-2,822,895	Closed	-$63.4M	–	48
2015 Q4	$63.4M	Sell	2,822,895 -6,300	-0.2%	-$141K	20.98%	2
2015 Q3	$68.5M	Buy	2,829,195 +124,800	+5%	+$3.02M	11.19%	2
2015 Q2	$77.9M	Buy	2,704,395 +420,670	+18%	+$12.1M	12.61%	2
2015 Q1	$65.2M	Sell	2,283,725 -223,644	-9%	-$6.38M	10.14%	2
2014 Q4	$71.2M	Sell	2,507,369 -1,222,507	-33%	-$34.7M	15.46%	2
2014 Q3	$135M	Buy	3,729,876 +100,000	+3%	+$3.63M	18.61%	1
2014 Q2	$126M	Buy	3,629,876 +10,700	+0.3%	+$370K	14.25%	1
2014 Q1	$134M	Buy	3,619,176 +26,900	+0.7%	+$993K	12.63%	1
2013 Q4	$113M	Buy	3,592,276 +1,351,500	+60%	+$42.7M	11.82%	1
2013 Q3	$61.6M	Sell	2,240,776 -4,200	-0.2%	-$116K	7.63%	4
2013 Q2	$59.4M	Buy	+2,244,976	New	+$59.4M	7.86%	2