TWD
PWR icon

True Wealth Design’s Quanta Services PWR Stock Holding History

True Wealth Design’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 		$7.69K Hold
14
– – ﹤0.01% 1064
2025
Q4 		$5.91K Sell
14
-1
-7% -$439 ﹤0.01% 1027
2025
Q3 		$6.22K Hold
15
– – ﹤0.01% 998
2025
Q2 		$5.67K Buy
15
+4
+36% +$1.28K ﹤0.01% 759
2025
Q1 		$2.8K Buy
11
+5
+83% +$1.45K ﹤0.01% 891
2024
Q4 		$1.9K Hold
6
– – ﹤0.01% 753
2024
Q3 		$1.79K Hold
6
– – ﹤0.01% 822
2024
Q2 		$1.52K Buy
6
+1
+20% +$265 ﹤0.01% 415
2024
Q1 		$1.3K Buy
5
+2
+67% +$442 ﹤0.01% 403
2023
Q4 		$648 Hold
3
– – ﹤0.01% 413
2023
Q3 		$562 Hold
3
– – ﹤0.01% 402
2023
Q2 		$590 Hold
3
– – ﹤0.01% 401
2023
Q1 		$500 Hold
3
– – ﹤0.01% 525
2022
Q4 		$428 Buy
+3
New +$426 ﹤0.01% 493

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