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WR Wealth Planners’s Quanta Services PWR Stock Holding History

WR Wealth Planners’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
2024
Q4 		$13K Sell
41
-17
-29% -$5.47K ﹤0.01% 556
2024
Q3 		$17.3K Buy
58
+35
+152% +$9.25K ﹤0.01% 520
2024
Q2 		$5.84K Buy
23
+2
+10% +$530 ﹤0.01% 696
2024
Q1 		$5.46K Buy
+21
New +$4.65K ﹤0.01% 701
2023
Q4 		– Sell
-105
Closed -$19.6K – 687
2023
Q3 		$19.6K Hold
105
– – 0.01% 426
2023
Q2 		$20.6K Buy
105
+91
+650% +$15.9K 0.01% 424
2023
Q1 		$2.33K Buy
+14
New +$2.15K ﹤0.01% 760

Other funds holding PWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WR Wealth Planners's PWR Position: Q4 2024 in Review

WR Wealth Planners reduced its Quanta Services (PWR) stake by 29% in Q4 2024, selling an estimated $5.47K and leaving 41 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

WR Wealth Planners first reported a position in PWR in Q1 2023 and has held it in 7 quarters since. The position peaked at $20.6K in Q2 2023. 1,296 funds tracked by Wall St. Rank hold PWR as of Q4 2024.

  • WR Wealth Planners held 41 shares of Quanta Services worth $13K as of Q4 2024.
  • WR Wealth Planners sold 17 Quanta Services shares in Q4 2024, an estimated $5.47K.
  • Quanta Services made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #556 holding.
  • WR Wealth Planners first reported a position in Quanta Services in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Quanta Services position peaked at $20.6K in Q2 2023.
  • 1,296 funds tracked by Wall St. Rank held Quanta Services as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.