SMART Wealth’s Quanta Services PWR Stock Holding History

SMART 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
2025 Q1	–	Sell	-1,564	Closed	-$494K	–	168
2024 Q4	$494K	Buy	+1,564	New	+$503K	0.18%	105

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

SMART Wealth's PWR Position: Q1 2025 in Review

SMART Wealth sold out of Quanta Services (PWR) in Q1 2025, closing a stake of 1,564 shares — an estimated $494K sold.

SMART Wealth first reported a position in PWR in Q4 2024 and held it in 1 quarter. The position peaked at $494K in Q4 2024. 1,285 funds tracked by Wall St. Rank hold PWR as of Q1 2025.

SMART Wealth reported no remaining Quanta Services position as of Q1 2025 after selling out during the quarter.
SMART Wealth sold 1,564 Quanta Services shares in Q1 2025, an estimated $494K.
SMART Wealth first reported a position in Quanta Services in Q4 2024 and held it in 1 quarter.
SMART Wealth's Quanta Services position peaked at $494K in Q4 2024.
1,285 funds tracked by Wall St. Rank held Quanta Services as of Q1 2025.

Based on SMART Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.