SW
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Simplicity Wealth’s Quanta Services PWR Stock Holding History

Simplicity Wealth’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
2026
Q1 		$229K Buy
+418
New +$215K 0.01% 681
2025
Q4 		– Sell
-1,411
Closed -$585K – 761
2025
Q3 		$585K Buy
1,411
+34
+2% +$13.2K 0.03% 407
2025
Q2 		$521K Buy
1,377
+385
+39% +$124K 0.02% 448
2025
Q1 		$252K Buy
992
+84
+9% +$24.3K 0.02% 461
2024
Q4 		$287K Buy
908
+199
+28% +$64K 0.06% 247
2024
Q3 		$211K Sell
709
-6,171
-90% -$1.63M 0.02% 471
2024
Q2 		$1.75M Buy
6,880
+154
+2% +$40.8K 0.04% 377
2024
Q1 		$1.75M Buy
+6,726
New +$1.49M 0.04% 375

Other funds holding PWR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return