CPL
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Capital & Planning LLC’s Quanta Services PWR Stock Holding History

Capital & Planning LLC’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
Q2 		– Sell
-5
Closed -$2.75K – 126
2026
Q1 		$2.75K Buy
+5
New +$2.58K ﹤0.01% 138
2025
Q1 		– Sell
-5
Closed -$1.58K – 141
2024
Q4 		$1.58K Buy
+5
New +$1.61K ﹤0.01% 169

Other funds holding PWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital & Planning LLC's PWR Position: Q2 2026 in Review

Capital & Planning LLC sold out of Quanta Services (PWR) in Q2 2026, closing a stake of 5 shares — an estimated $2.75K sold.

Capital & Planning LLC first reported a position in PWR in Q4 2024 and held it in 2 quarters. The position peaked at $2.75K in Q1 2026. 1,942 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Capital & Planning LLC reported no remaining Quanta Services position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 5 Quanta Services shares in Q2 2026, an estimated $2.75K.
  • Capital & Planning LLC first reported a position in Quanta Services in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Quanta Services position peaked at $2.75K in Q1 2026.
  • 1,942 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.