WBI Investments’s Quanta Services PWR Stock Holding History

WBI Investments’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	-1,171	Closed	-$370K	–	287
2024 Q4	$370K	Sell	1,171 -1,547	-57%	-$498K	0.09%	170
2024 Q3	$810K	Buy	+2,718	New	+$719K	0.19%	119

Other funds holding PWR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WBI Investments's PWR Position: Q1 2025 in Review

WBI Investments sold out of Quanta Services (PWR) in Q1 2025, closing a stake of 1,171 shares — an estimated $370K sold.

WBI Investments first reported a position in PWR in Q3 2024 and held it in 2 quarters. The position peaked at $810K in Q3 2024. 1,285 funds tracked by Wall St. Rank hold PWR as of Q1 2025.

WBI Investments reported no remaining Quanta Services position as of Q1 2025 after selling out during the quarter.
WBI Investments sold 1,171 Quanta Services shares in Q1 2025, an estimated $370K.
WBI Investments first reported a position in Quanta Services in Q3 2024 and held it in 2 quarters.
WBI Investments's Quanta Services position peaked at $810K in Q3 2024.
1,285 funds tracked by Wall St. Rank held Quanta Services as of Q1 2025.

Based on WBI Investments's 13F filing for Q1 2025, filed 22 May 2025.