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Sheaff Brock Investment Advisors’s Quanta Services PWR Stock Holding History

Sheaff Brock 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 		$530K Sell
2,084
-136
-6% -$39.3K 0.05% 245
2024
Q4 		$702K Buy
2,220
+72
+3% +$23.2K 0.06% 213
2024
Q3 		$640K Buy
2,148
+110
+5% +$29.1K 0.06% 227
2024
Q2 		$518K Buy
2,038
+72
+4% +$19.1K 0.05% 246
2024
Q1 		$511K Sell
1,966
-235
-11% -$52K 0.03% 286
2023
Q4 		$475K Buy
2,201
+36
+2% +$6.65K 0.04% 277
2023
Q3 		$405K Sell
2,165
-380
-15% -$76.2K 0.04% 280
2023
Q2 		$500K Sell
2,545
-34
-1% -$5.94K 0.04% 258
2023
Q1 		$430K Sell
2,579
-53
-2% -$8.15K 0.04% 284
2022
Q4 		$375K Sell
2,632
-85
-3% -$12.1K 0.04% 296
2022
Q3 		$346K Sell
2,717
-110
-4% -$15K 0.04% 299
2022
Q2 		$354K Sell
2,827
-379
-12% -$46.5K 0.03% 302
2022
Q1 		$422K Buy
3,206
+367
+13% +$40.8K 0.03% 306
2021
Q4 		$326K Buy
2,839
+156
+6% +$18K 0.02% 359
2021
Q3 		$306K Buy
2,683
+237
+10% +$23.8K 0.02% 371
2021
Q2 		$222K Buy
+2,446
New +$230K 0.02% 445

Other funds holding PWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Sheaff Brock Investment Advisors's PWR Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Quanta Services (PWR) stake by 6.1% in Q1 2025, selling an estimated $39.3K and leaving 2,084 shares worth $530K. The position accounts for 0.05% of the portfolio, ranked #245.

Sheaff Brock Investment Advisors first reported a position in PWR in Q2 2021 and has held it in 16 quarters since. The position peaked at $702K in Q4 2024. 1,286 funds tracked by Wall St. Rank hold PWR as of Q1 2025.

  • Sheaff Brock Investment Advisors held 2,084 shares of Quanta Services worth $530K as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 136 Quanta Services shares in Q1 2025, an estimated $39.3K.
  • Quanta Services made up 0.05% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #245 holding.
  • Sheaff Brock Investment Advisors first reported a position in Quanta Services in Q2 2021 and has held it in 16 quarters since.
  • Sheaff Brock Investment Advisors's Quanta Services position peaked at $702K in Q4 2024.
  • 1,286 funds tracked by Wall St. Rank held Quanta Services as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.