PWM
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Pinnacle Wealth Management’s Quanta Services PWR Stock Holding History

Pinnacle 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
Q1 		– Sell
-6,500
Closed -$2.05M – 71
2024
Q4 		$2.05M Buy
+6,500
New +$2.09M 2.29% 22

Other funds holding PWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PP
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Wealth Management's PWR Position: Q1 2025 in Review

Pinnacle Wealth Management sold out of Quanta Services (PWR) in Q1 2025, closing a stake of 6,500 shares — an estimated $2.05M sold.

Pinnacle Wealth Management first reported a position in PWR in Q4 2024 and held it in 1 quarter. The position peaked at $2.05M in Q4 2024. 1,285 funds tracked by Wall St. Rank hold PWR as of Q1 2025.

  • Pinnacle Wealth Management reported no remaining Quanta Services position as of Q1 2025 after selling out during the quarter.
  • Pinnacle Wealth Management sold 6,500 Quanta Services shares in Q1 2025, an estimated $2.05M.
  • Pinnacle Wealth Management first reported a position in Quanta Services in Q4 2024 and held it in 1 quarter.
  • Pinnacle Wealth Management's Quanta Services position peaked at $2.05M in Q4 2024.
  • 1,285 funds tracked by Wall St. Rank held Quanta Services as of Q1 2025.

Based on Pinnacle Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.