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Capital Planning Advisors’s Quanta Services PWR Stock Holding History

Capital Planning Advisors’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 		$1.42M Buy
2,581
+325
+14% +$167K 0.2% 68
2025
Q4 		$952K Buy
2,256
+266
+13% +$117K 0.13% 93
2025
Q3 		$825K Buy
+1,990
New +$773K 0.11% 93

Other funds holding PWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
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

Capital Planning Advisors's PWR Position: Q1 2026 in Review

Capital Planning Advisors increased its Quanta Services (PWR) stake by 14% in Q1 2026, buying an estimated $167K and bringing the position to 2,581 shares worth $1.42M. The position accounts for 0.2% of the portfolio, ranked #68.

Capital Planning Advisors first reported a position in PWR in Q3 2025 and has held it in 3 quarters since. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Capital Planning Advisors held 2,581 shares of Quanta Services worth $1.42M as of Q1 2026.
  • Capital Planning Advisors bought 325 Quanta Services shares in Q1 2026, an estimated $167K.
  • Quanta Services made up 0.2% of Capital Planning Advisors's portfolio in Q1 2026, its #68 holding.
  • Capital Planning Advisors first reported a position in Quanta Services in Q3 2025 and has held it in 3 quarters since.
  • 1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.