Wealth Enhancement Advisory Services
PWR icon

Wealth Enhancement Advisory Services’s Quanta Services PWR Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q1 		$24.2M Sell
68,113
-3,048
-4% -$1.57M 0.05% 338
2025
Q4 		$31.3M Buy
71,161
+2,025
+3% +$890K 0.04% 356
2025
Q3 		$29.1M Buy
69,136
+18
+0% +$7K 0.04% 348
2025
Q2 		$26.7M Buy
69,118
+348
+0.5% +$112K 0.04% 346
2025
Q1 		$17.5M Buy
68,770
+2,479
+4% +$716K 0.03% 440
2024
Q4 		$21M Buy
66,291
+14,446
+28% +$4.65M 0.04% 364
2024
Q3 		$15.5M Buy
51,845
+14,983
+41% +$3.96M 0.03% 403
2024
Q2 		$9.37M Buy
36,862
+1,981
+6% +$525K 0.02% 500
2024
Q1 		$9.06M Buy
34,881
+3,640
+12% +$805K 0.02% 506
2023
Q4 		$6.74M Buy
31,241
+5,654
+22% +$1.04M 0.02% 525
2023
Q3 		$4.79M Buy
+25,587
New +$5.13M 0.02% 591
2019
Q3 		– Sell
-26,586
Closed -$1.01M – 233
2019
Q2 		$1.01M Buy
+26,586
New +$1.01M 0.04% 160

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JP Morgan Chase
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PP
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return