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Transform Wealth’s Quanta Services PWR Stock Holding History

Transform 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 		$10.9M Buy
42,983
+727
+2% +$210K 0.66% 50
2024
Q4 		$13.4M Buy
42,256
+2,471
+6% +$795K 0.74% 35
2024
Q3 		$11.9M Buy
39,785
+12,946
+48% +$3.42M 0.79% 28
2024
Q2 		$6.82M Buy
26,839
+716
+3% +$190K 0.51% 52
2024
Q1 		$6.79M Buy
26,123
+3,011
+13% +$666K 0.64% 57
2023
Q4 		$4.99M Buy
23,112
+1,500
+7% +$277K 0.49% 68
2023
Q3 		$4.04M Buy
+21,612
New +$4.33M 0.43% 74

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
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 $2.9T AUM 29.55% 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

Transform Wealth's PWR Position: Q1 2025 in Review

Transform Wealth increased its Quanta Services (PWR) stake by 1.7% in Q1 2025, buying an estimated $210K and bringing the position to 42,983 shares worth $10.9M. The position accounts for 0.66% of the portfolio, ranked #50.

Transform Wealth first reported a position in PWR in Q3 2023 and has held it in 7 quarters since. The position peaked at $13.4M in Q4 2024. 1,286 funds tracked by Wall St. Rank hold PWR as of Q1 2025.

  • Transform Wealth held 42,983 shares of Quanta Services worth $10.9M as of Q1 2025.
  • Transform Wealth bought 727 Quanta Services shares in Q1 2025, an estimated $210K.
  • Quanta Services made up 0.66% of Transform Wealth's portfolio in Q1 2025, its #50 holding.
  • Transform Wealth first reported a position in Quanta Services in Q3 2023 and has held it in 7 quarters since.
  • Transform Wealth's Quanta Services position peaked at $13.4M in Q4 2024.
  • 1,286 funds tracked by Wall St. Rank held Quanta Services as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.