Sell Quanta Services (PWR) stock to fund a goal
Calculator · free · no signup · PWRNeed cash for a goal? Plan the minimum-tax schedule to sell your vested Quanta Services (PWR) shares and net a target amount by a target date, across tax years.
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Inputs
Your equity
One stack per ticker (current-employer RSUs, prior-employer holdings, index fund, etc.). Each stack has its own current price, growth assumption, and cost-basis lots.
Drives chance-of-shortfall · default 30%
Lots
Plan
Estimates only. Not financial advice.
Lock-in-now is deterministic (0%). Plans that wait depend on future prices; risk is near-zero when inventory comfortably exceeds the goal. Volatility: each stack's option-implied vol if a ticker is set, otherwise 30%. Lognormal model; real markets have fatter tails.
| Tax | $109,654 | $111,723 | $111,788 | $118,699 |
| Wealth @ target | $718,258 | $716,076 | $713,344 | $710,913 |
| Chance of shortfall | <0.1% | 0% | 1.7% | 3.3% |
Feasible
$400,027 net by 08/01/27
Total tax: $109,654 (federal $58,856, state $36,063, NIIT $14,736)
Schedule · Recommended
| Sale date | Shares | Tax | Net | Cumulative |
|---|---|---|---|---|
| 08/26/26 | 4,088 | $351,349 | $360,067 | |
| 03/31/27 | 4 | $359 | $360,430 | |
| 04/30/27 | 32 | $2,891 | $363,340 | |
| 05/31/27 | 100 | $9,088 | $372,468 | |
| 06/30/27 | 100 | $9,141 | $381,631 | |
| 07/31/27 | 100 | $9,196 | $390,828 | |
| 08/01/27 | 100 | $9,199 | $400,027 |
Risk vs wealth
Each dot is a possible plan. Right is riskier, up is more wealth left over.
Trajectory of cash netted
Solid line = expected. Shaded band = 10th–90th percentile under price uncertainty.
After the plan
You keep 3,476 shares worth $410,758 at the projected target-date price, invested for the next decision.
You solved for a cash target. The beta optimizes your full portfolio across multiple goals and market scenarios, not just one funding need.
Request beta access →Related calculators: RSU Lot Order Calculator · Stock Concentration Calculator · RSU Sell-vs-Hold Calculator
About Quanta Services
Quanta Services (PWR) is a public Industrial company, incorporated in Delaware and headquartered in Houston, TX.
Last close: $676.56 per share (as of 2026-10-03).
Equity grants at Quanta Services typically include restricted stock units (RSUs).
Quanta Services is a U.S. corporation that provides infrastructure services for the electric power, pipeline, industrial and communications industries. The company has grown organically since its founding, but it has also acquired over 200 companies in the electrical contracting and other construction industries. In the 2020s, it has been involved in the construction of data centers as a consequence of the rise of artificial intelligence and its need for electrical power.
Source: Wikipedia (CC BY-SA 4.0)
The company provides the skilled crews that build and maintain electric transmission lines, substations, and pipelines, work that requires linemen who take years to train and cannot be hired quickly. Labor scarcity is the competitive position: utilities contract with firms that can actually staff a project. Grid hardening, renewable interconnection, and rising electricity demand have extended the work backlog. Revenue is project-based and weather-affected quarter to quarter. Headquarters are in Houston.
Sources: sec.gov · en.wikipedia.org
Equity comp at Quanta Services
- Quanta Services changed its change-in-control vesting rule in August 2023. For equity awards (RSUs, restricted stock, and performance units) granted after that date, unvested awards no longer vest automatically just because the company is acquired (a change in control). Instead, vesting only accelerates if the equity holder is also terminated without cause within 24 months after the change in control, and only when the deal consideration isn't 100% cash. Awards granted before August 2023 generally still vest on the change-in-control event alone (single-trigger). Standard RSU vesting outside of a change in control is three equal annual installments.
- Early exercise is not allowed: you have to wait for shares to vest before you can buy them.
- RSUs use double-trigger vesting. Two things must both happen before the shares are yours: (1) the normal time-based vesting completes, and (2) the company has a liquidity event (an IPO or an acquisition). Until both happen, you do not yet own the shares and you do not owe tax on them.
Sources: sec.gov · sec.gov · investors.quantaservices.com
Researched 2026-08-25.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Quanta Services.
If you hold vested Quanta Services (PWR) shares and need a set amount of cash by a date (a house down payment, tuition, a sabbatical, a business buy-in), the question is which lots to sell and in which tax years to keep the most after tax. This calculator builds the minimum-tax sell schedule across your lots, accounting for federal long-term capital gains, the net investment income tax, and your state.
Example: a 5,000-share PWR position at $676.56 is worth $3,382,800. Say you need $150,000 of it for a house down payment by next spring. Selling enough shares all in one tax year can push the gain into the higher long-term capital-gains bracket and trigger the 3.8% net investment income tax; spreading the sale across two tax years often nets more. The calculator above finds the minimum-tax sell schedule across your specific lots, basis, goal, and date.
All Quanta Services tools → · Use the generic Stock Sale Funding Calculator for any company.
Quanta Services equity questions
- How much PWR stock do I sell to fund a goal without overpaying tax?
- It depends on your cost basis, your target amount and date, and how the sale spreads across tax years. Selling vested PWR shares triggers long-term capital-gains tax, plus the 3.8% net investment income tax and state tax above certain income, and bunching a large sale into one year can push the gain into a higher bracket. The calculator above builds the minimum-tax sell schedule across your lots to net your target amount by your date.
- Does Quanta Services grant ISOs, NSOs, or RSUs?
- Equity compensation at Quanta Services typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Does Quanta Services allow early exercise of stock options?
- No. Quanta Services requires options to vest before you can exercise them, so the holding-period clock for long-term capital-gains treatment starts as each tranche vests and you exercise it.
- Do Quanta Services RSUs use double-trigger vesting?
- Yes. Quanta Services restricted stock units (RSUs) vest only when two things both happen: the time-based schedule completes, and the company has a liquidity event such as an initial public offering (IPO) or an acquisition. Until both occur you do not own the shares and owe no tax on them.
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One piece of the puzzle.
OptionsAhoy plans your Quanta Services equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.