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Capital Planning’s Quanta Services PWR Stock Holding History

Capital Planning’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 		$6.16M Sell
8,561
-100
-1% -$68.4K 1.8% 19
2026
Q1 		$4.76M Sell
8,661
-50,564
-85% -$26M 1.55% 21
2025
Q4 		$26M Sell
59,225
-59
-0.1% -$25.9K 7.3% 3
2025
Q3 		$24.6M Sell
59,284
-675
-1% -$262K 7.16% 4
2025
Q2 		$22.7M Sell
59,959
-585
-1% -$188K 7.12% 4
2025
Q1 		$15.4M Sell
60,544
-20
-0% -$5.78K 4.3% 5
2024
Q4 		$19.1M Sell
60,564
-712
-1% -$229K 5.02% 5
2024
Q3 		$18.3M Buy
61,276
+1
+0% +$264 5.12% 5
2024
Q2 		$15.6M Sell
61,275
-1,200
-2% -$318K 4.66% 5
2024
Q1 		$16.2M Hold
62,475
– – 5.29% 5
2023
Q4 		$13.5M Sell
62,475
-105
-0.2% -$19.4K 4.8% 6
2023
Q3 		$11.7M Hold
62,580
– – 4.62% 5
2023
Q2 		$12.3M Sell
62,580
-5,000
-7% -$873K 4.8% 5
2023
Q1 		$11.3M Hold
67,580
– – 4.66% 5
2022
Q4 		$9.64M Sell
67,580
-3,832
-5% -$544K 4.28% 5
2022
Q3 		$9.1M Sell
71,412
-294
-0.4% -$40.2K 5.16% 5
2022
Q2 		$8.99M Buy
71,706
+19
+0% +$2.33K 4.85% 6
2022
Q1 		$9.44M Hold
71,687
– – 3.68% 7
2021
Q4 		$8.22M Hold
71,687
– – 3.04% 11
2021
Q3 		$8.16M Hold
71,687
– – 3.33% 10
2021
Q2 		$6.5M Buy
+71,687
New +$6.73M 2.76% 16
2021
Q1 		– Sell
-82,387
Closed -$5.94M – 65
2020
Q4 		$5.94M Buy
+82,387
New +$5.43M 2.78% 12

Other funds holding PWR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Capital Planning's PWR Position: Q2 2026 in Review

Capital Planning reduced its Quanta Services (PWR) stake by 1.2% in Q2 2026, selling an estimated $68.4K and leaving 8,561 shares worth $6.16M. The position accounts for 1.8% of the portfolio, ranked #19.

Capital Planning first reported a position in PWR in Q4 2020 and has held it in 22 quarters since. The position peaked at $26M in Q4 2025. 556 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Capital Planning held 8,561 shares of Quanta Services worth $6.16M as of Q2 2026.
  • Capital Planning sold 100 Quanta Services shares in Q2 2026, an estimated $68.4K.
  • Quanta Services made up 1.8% of Capital Planning's portfolio in Q2 2026, its #19 holding.
  • Capital Planning first reported a position in Quanta Services in Q4 2020 and has held it in 22 quarters since.
  • Capital Planning's Quanta Services position peaked at $26M in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.