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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 $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Venturi Wealth Management's PWR Position: Q1 2025 in Review

Venturi Wealth Management sold out of Quanta Services (PWR) in Q1 2025, closing a stake of 62 shares — an estimated $19.6K sold.

Venturi Wealth Management first reported a position in PWR in Q1 2023 and held it in 8 quarters. The position peaked at $28.7K in Q1 2023. 1,286 funds tracked by Wall St. Rank hold PWR as of Q1 2025.

  • Venturi Wealth Management reported no remaining Quanta Services position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 62 Quanta Services shares in Q1 2025, an estimated $19.6K.
  • Venturi Wealth Management first reported a position in Quanta Services in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's Quanta Services position peaked at $28.7K in Q1 2023.
  • 1,286 funds tracked by Wall St. Rank held Quanta Services as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.