SFG
PWR icon

Steward Financial Group’s Quanta Services PWR Stock Holding History

Steward Financial Group’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
2023
Q3 		$12K Buy
101
+48
+91% +$9.63K ﹤0.01% 335
2023
Q2 		$10K Buy
53
+2
+4% +$349 ﹤0.01% 382
2023
Q1 		$8K Buy
+51
New +$7.84K ﹤0.01% 232
2022
Q3 		– Sell
-3
Closed – – 1022
2022
Q2 		$0 Buy
+3
New +$368 ﹤0.01% 1295

Other funds holding PWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steward Financial Group's PWR Position: Q3 2023 in Review

Steward Financial Group increased its Quanta Services (PWR) stake by 91% in Q3 2023, buying an estimated $9.63K and bringing the position to 101 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Steward Financial Group first reported a position in PWR in Q2 2022 and has held it in 4 quarters since. 960 funds tracked by Wall St. Rank hold PWR as of Q3 2023.

  • Steward Financial Group held 101 shares of Quanta Services worth $12K as of Q3 2023.
  • Steward Financial Group bought 48 Quanta Services shares in Q3 2023, an estimated $9.63K.
  • Quanta Services made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #335 holding.
  • Steward Financial Group first reported a position in Quanta Services in Q2 2022 and has held it in 4 quarters since.
  • 960 funds tracked by Wall St. Rank held Quanta Services as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.