Wells Trecaso Financial Group’s Quanta Services PWR Stock Holding History

Wells Trecaso Financial Group’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 Q3	$7.61M	Buy	18,354 +6	+0%	+$2.33K	3.62%	8
2025 Q2	$6.94M	Sell	18,348 -786	-4%	-$252K	2.14%	16
2025 Q1	$4.86M	Buy	19,134 +5	+0%	+$1.45K	1.62%	23
2024 Q4	$6.05M	Hold	19,129	–	–	1.98%	18
2024 Q3	$5.7M	Hold	19,129	–	–	1.88%	23
2024 Q2	$4.86M	Hold	19,129	–	–	1.68%	24
2024 Q1	$4.97M	Sell	19,129 -7,435	-28%	-$1.64M	1.76%	25
2023 Q4	$5.73M	Sell	26,564 -864	-3%	-$160K	2.31%	17
2023 Q3	$5.13M	Buy	27,428 +3,300	+14%	+$662K	2.28%	18
2023 Q2	$4.74M	Buy	24,128 +15	+0.1%	+$2.62K	2.04%	21
2023 Q1	$4.02M	Buy	24,113 +5,422	+29%	+$834K	1.86%	24
2022 Q4	$2.66M	Hold	18,691	–	–	1.33%	25
2022 Q3	$2.38M	Hold	18,691	–	–	1.31%	26
2022 Q2	$2.34M	Hold	18,691	–	–	1.21%	26
2022 Q1	$2.46M	Buy	18,691 +5,219	+39%	+$580K	1.1%	28
2021 Q4	$1.54M	Hold	13,472	–	–	0.67%	33
2021 Q3	$1.53M	Hold	13,472	–	–	0.73%	31
2021 Q2	$1.22M	Hold	13,472	–	–	0.59%	37
2021 Q1	$1.19M	Sell	13,472 -10,488	-44%	-$835K	0.62%	36
2020 Q4	$1.73M	Hold	23,960	–	–	0.96%	27
2020 Q3	$1.27M	Hold	23,960	–	–	0.81%	33
2020 Q2	$940K	Hold	23,960	–	–	0.65%	34
2020 Q1	$760K	Buy	23,960 +6,960	+41%	+$259K	0.68%	32
2019 Q4	$692K	Hold	17,000	–	–	0.5%	41
2019 Q3	$643K	Hold	17,000	–	–	0.51%	42
2019 Q2	$649K	Hold	17,000	–	–	0.53%	42
2019 Q1	$642K	Hold	17,000	–	–	0.54%	42
2018 Q4	$512K	Hold	17,000	–	–	0.49%	45
2018 Q3	$567K	Hold	17,000	–	–	0.47%	41
2018 Q2	$568K	Hold	17,000	–	–	0.53%	38
2018 Q1	$584K	Hold	17,000	–	–	0.56%	36
2017 Q4	$665K	Buy	+17,000	New	+$638K	0.65%	31

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

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Wells Trecaso Financial Group's PWR Position: Q3 2025 in Review

Wells Trecaso Financial Group increased its Quanta Services (PWR) stake by 0.03% in Q3 2025, buying an estimated $2.33K and bringing the position to 18,354 shares worth $7.61M. The position accounts for 3.62% of the portfolio, ranked #8.

Wells Trecaso Financial Group first reported a position in PWR in Q4 2017 and has held it in 32 quarters since. 1,453 funds tracked by Wall St. Rank hold PWR as of Q3 2025.

Wells Trecaso Financial Group held 18,354 shares of Quanta Services worth $7.61M as of Q3 2025.
Wells Trecaso Financial Group bought 6 Quanta Services shares in Q3 2025, an estimated $2.33K.
Quanta Services made up 3.62% of Wells Trecaso Financial Group's portfolio in Q3 2025, its #8 holding.
Wells Trecaso Financial Group first reported a position in Quanta Services in Q4 2017 and has held it in 32 quarters since.
1,453 funds tracked by Wall St. Rank held Quanta Services as of Q3 2025.

Based on Wells Trecaso Financial Group's 13F filing for Q3 2025, filed 5 Nov 2025.