West Oak Capital’s Quanta Services PWR Stock Holding History

West Oak Capital’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	$829	Sell	200 -100	-33%	-$38.9K	0.03%	144
2025 Q2	$1.13K	Hold	300	–	–	0.04%	140
2025 Q1	$763	Hold	300	–	–	0.03%	157
2024 Q4	$948K	Hold	300	–	–	0.03%	147
2024 Q3	$894	Hold	300	–	–	0.02%	154
2024 Q2	$76.2K	Buy	300 +100	+50%	+$26.5K	0.03%	166
2024 Q1	$52K	Hold	200	–	–	0.02%	173
2023 Q4	$40K	Hold	200	–	–	0.02%	185
2023 Q3	$37K	Hold	200	–	–	0.02%	184
2023 Q2	$39.3K	Hold	200	–	–	0.02%	181
2023 Q1	$33.3K	Buy	200 +100	+100%	+$15.4K	0.02%	181
2022 Q4	$14K	Sell	100 -100	-50%	-$14.2K	0.01%	204
2022 Q3	$25K	Hold	200	–	–	0.01%	190
2022 Q2	$25K	Hold	200	–	–	0.01%	197
2022 Q1	$26K	Sell	200 -100	-33%	-$11.1K	0.01%	209
2021 Q4	$34K	Hold	300	–	–	0.01%	203
2021 Q3	$34K	Buy	+300	New	+$30.1K	0.01%	208

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

West Oak Capital's PWR Position: Q3 2025 in Review

West Oak Capital reduced its Quanta Services (PWR) stake by 33% in Q3 2025, selling an estimated $38.9K and leaving 200 shares worth $829. The position accounts for 0.03% of the portfolio, ranked #144.

West Oak Capital first reported a position in PWR in Q3 2021 and has held it in 17 quarters since. The position peaked at $948K in Q4 2024. 1,453 funds tracked by Wall St. Rank hold PWR as of Q3 2025.

West Oak Capital held 200 shares of Quanta Services worth $829 as of Q3 2025.
West Oak Capital sold 100 Quanta Services shares in Q3 2025, an estimated $38.9K.
Quanta Services made up 0.03% of West Oak Capital's portfolio in Q3 2025, its #144 holding.
West Oak Capital first reported a position in Quanta Services in Q3 2021 and has held it in 17 quarters since.
West Oak Capital's Quanta Services position peaked at $948K in Q4 2024.
1,453 funds tracked by Wall St. Rank held Quanta Services as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.