The Family Firm’s Quanta Services PWR Stock Holding History

The Family Firm’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	-655	Closed	-$207K	–	217
2024 Q4	$207K	Buy	+655	New	+$211K	0.05%	203
2024 Q3	–	Sell	-656	Closed	-$167K	–	685
2024 Q2	$167K	Buy	+656	New	+$174K	0.04%	222

Other funds holding PWR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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

The Family Firm's PWR Position: Q1 2025 in Review

The Family Firm sold out of Quanta Services (PWR) in Q1 2025, closing a stake of 655 shares — an estimated $207K sold.

The Family Firm first reported a position in PWR in Q2 2024 and held it in 2 quarters. The position peaked at $207K in Q4 2024. 1,286 funds tracked by Wall St. Rank hold PWR as of Q1 2025.

The Family Firm reported no remaining Quanta Services position as of Q1 2025 after selling out during the quarter.
The Family Firm sold 655 Quanta Services shares in Q1 2025, an estimated $207K.
The Family Firm first reported a position in Quanta Services in Q2 2024 and held it in 2 quarters.
The Family Firm's Quanta Services position peaked at $207K in Q4 2024.
1,286 funds tracked by Wall St. Rank held Quanta Services as of Q1 2025.

Based on The Family Firm's 13F filing for Q1 2025, filed 1 May 2025.