Schechter Investment Advisors’s Quanta Services PWR Stock Holding History

Schechter Investment Advisors’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	$298K	Sell	1,173 -272	-19%	-$78.6K	0.02%	477
2024 Q4	$457K	Buy	1,445 +58	+4%	+$18.7K	0.04%	405
2024 Q3	$414K	Sell	1,387 -33	-2%	-$8.72K	0.03%	435
2024 Q2	$361K	Buy	1,420 +43	+3%	+$11.4K	0.03%	441
2024 Q1	$358K	Buy	1,377 +7	+0.5%	+$1.55K	0.03%	456
2023 Q4	$296K	Buy	1,370 +15	+1%	+$2.77K	0.03%	466
2023 Q3	$253K	Sell	1,355 -76	-5%	-$15.2K	0.02%	497
2023 Q2	$281K	Buy	1,431 +38	+3%	+$6.63K	0.03%	499
2023 Q1	$232K	Buy	+1,393	New	+$214K	0.02%	578

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

Schechter Investment Advisors's PWR Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Quanta Services (PWR) stake by 19% in Q1 2025, selling an estimated $78.6K and leaving 1,173 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #477.

Schechter Investment Advisors first reported a position in PWR in Q1 2023 and has held it in 9 quarters since. The position peaked at $457K in Q4 2024. 1,285 funds tracked by Wall St. Rank hold PWR as of Q1 2025.

Schechter Investment Advisors held 1,173 shares of Quanta Services worth $298K as of Q1 2025.
Schechter Investment Advisors sold 272 Quanta Services shares in Q1 2025, an estimated $78.6K.
Quanta Services made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #477 holding.
Schechter Investment Advisors first reported a position in Quanta Services in Q1 2023 and has held it in 9 quarters since.
Schechter Investment Advisors's Quanta Services position peaked at $457K in Q4 2024.
1,285 funds tracked by Wall St. Rank held Quanta Services as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.