Private Wealth Partners’s Quanta Services PWR Stock Holding History

Private Wealth 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
2025 Q1	–	Sell	-846	Closed	-$267K	–	176
2024 Q4	$267K	Buy	+846	New	+$272K	0.02%	153

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

Private Wealth Partners's PWR Position: Q1 2025 in Review

Private Wealth Partners sold out of Quanta Services (PWR) in Q1 2025, closing a stake of 846 shares — an estimated $267K sold.

Private Wealth Partners first reported a position in PWR in Q4 2024 and held it in 1 quarter. The position peaked at $267K in Q4 2024. 1,285 funds tracked by Wall St. Rank hold PWR as of Q1 2025.

Private Wealth Partners reported no remaining Quanta Services position as of Q1 2025 after selling out during the quarter.
Private Wealth Partners sold 846 Quanta Services shares in Q1 2025, an estimated $267K.
Private Wealth Partners first reported a position in Quanta Services in Q4 2024 and held it in 1 quarter.
Private Wealth Partners's Quanta Services position peaked at $267K in Q4 2024.
1,285 funds tracked by Wall St. Rank held Quanta Services as of Q1 2025.

Based on Private Wealth Partners's 13F filing for Q1 2025, filed 22 Apr 2025.