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Waverton Investment Management’s Quanta Services PWR Stock Holding History

Waverton Investment 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
Q4 		– Sell
-53,200
Closed -$22.1M – 72
2025
Q3 		$22.1M Sell
53,200
-7,474
-12% -$2.91M 0.28% 40
2025
Q2 		$22.9M Hold
60,674
– – 0.32% 44
2025
Q1 		$15.4M Buy
60,674
+9,292
+18% +$2.69M 0.24% 46
2024
Q4 		$16.3M Buy
51,382
+9,419
+22% +$3.03M 0.26% 43
2024
Q3 		$12.5M Buy
41,963
+2,557
+6% +$676K 0.21% 46
2024
Q2 		$10M Sell
39,406
-10,674
-21% -$2.83M 0.19% 45
2024
Q1 		$13M Hold
50,080
– – 0.27% 41
2023
Q4 		$10.8M Sell
50,080
-35,237
-41% -$6.51M 0.26% 42
2023
Q3 		$16M Sell
85,317
-24,407
-22% -$4.89M 0.46% 38
2023
Q2 		$21.6M Sell
109,724
-1,400
-1% -$244K 0.61% 36
2023
Q1 		$18.5M Buy
111,124
+6,880
+7% +$1.06M 0.57% 36
2022
Q4 		$14.9M Buy
+104,244
New +$14.8M 0.55% 39
2020
Q1 		– Sell
-120,750
Closed -$4.92M – 52
2019
Q4 		$4.92M Sell
120,750
-23,700
-16% -$967K 0.25% 31
2019
Q3 		$5.46M Sell
144,450
-14,638
-9% -$529K 0.28% 31
2019
Q2 		$6.08M Buy
+159,088
New +$6.04M 0.31% 27
2019
Q1 		– Sell
-14,028
Closed -$422K – 78
2018
Q4 		$422K Hold
14,028
– – 0.03% 70
2018
Q3 		$468K Hold
14,028
– – 0.02% 72
2018
Q2 		$469K Buy
+14,028
New +$491K 0.03% 71
2018
Q1 		– Sell
-13,745
Closed -$538K – 80
2017
Q4 		$538K Buy
13,745
+2,631
+24% +$98.7K 0.03% 74
2017
Q3 		$415K Buy
+11,114
New +$390K 0.03% 76

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Waverton Investment Management's PWR Position: Q4 2025 in Review

Waverton Investment Management sold out of Quanta Services (PWR) in Q4 2025, closing a stake of 53,200 shares — an estimated $22.1M sold.

Waverton Investment Management first reported a position in PWR in Q3 2017 and held it in 20 quarters. The position peaked at $22.9M in Q2 2025. 1,617 funds tracked by Wall St. Rank hold PWR as of Q4 2025.

  • Waverton Investment Management reported no remaining Quanta Services position as of Q4 2025 after selling out during the quarter.
  • Waverton Investment Management sold 53,200 Quanta Services shares in Q4 2025, an estimated $22.1M.
  • Waverton Investment Management first reported a position in Quanta Services in Q3 2017 and held it in 20 quarters.
  • Waverton Investment Management's Quanta Services position peaked at $22.9M in Q2 2025.
  • 1,617 funds tracked by Wall St. Rank held Quanta Services as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.