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Unique Wealth Strategies’s Quanta Services PWR Stock Holding History

Unique Wealth Strategies’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
2024
Q4 		– Sell
-1,748
Closed -$521K – 234
2024
Q3 		$521K Buy
1,748
+1,742
+29,033% +$461K 0.22% 122
2024
Q2 		$1.56K Buy
+6
New +$1.59K ﹤0.01% 509

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Unique Wealth Strategies's PWR Position: Q4 2024 in Review

Unique Wealth Strategies sold out of Quanta Services (PWR) in Q4 2024, closing a stake of 1,748 shares — an estimated $521K sold.

Unique Wealth Strategies first reported a position in PWR in Q2 2024 and held it in 2 quarters. The position peaked at $521K in Q3 2024. 1,295 funds tracked by Wall St. Rank hold PWR as of Q4 2024.

  • Unique Wealth Strategies reported no remaining Quanta Services position as of Q4 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 1,748 Quanta Services shares in Q4 2024, an estimated $521K.
  • Unique Wealth Strategies first reported a position in Quanta Services in Q2 2024 and held it in 2 quarters.
  • Unique Wealth Strategies's Quanta Services position peaked at $521K in Q3 2024.
  • 1,295 funds tracked by Wall St. Rank held Quanta Services as of Q4 2024.

Based on Unique Wealth Strategies's 13F filing for Q4 2024, filed 14 Jul 2026.