VWM
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Venturi Wealth Management’s Quanta Services PWR Stock Holding History

Venturi Wealth Management’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
-62
Closed -$19.6K – 1519
2024
Q4 		$19.6K Buy
62
+10
+19% +$3.22K ﹤0.01% 1267
2024
Q3 		$15.5K Sell
52
-58
-53% -$15.3K ﹤0.01% 1088
2024
Q2 		$27.9K Buy
110
+58
+112% +$15.4K ﹤0.01% 844
2024
Q1 		$13.5K Buy
52
+1
+2% +$221 ﹤0.01% 850
2023
Q4 		$11K Sell
51
-96
-65% -$17.7K ﹤0.01% 859
2023
Q3 		$27.5K Buy
147
+9
+7% +$1.8K ﹤0.01% 555
2023
Q2 		$27.1K Sell
138
-34
-20% -$5.94K ﹤0.01% 505
2023
Q1 		$28.7K Buy
+172
New +$26.4K ﹤0.01% 539

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