Capital Planning
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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
Q3 		$32.9M Buy
51,168
+42,607
+498% +$27.5M 8.74% 2
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 		$9.6M 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 $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Washington Trust Advisors
Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Capital Planning's PWR Position: Q3 2026 in Review

Capital Planning increased its Quanta Services (PWR) stake by 498% in Q3 2026, buying an estimated $27.5M and bringing the position to 51,168 shares worth $32.9M. The position accounts for 8.74% of the portfolio, ranked #2.

Capital Planning first reported a position in PWR in Q4 2020 and has held it in 23 quarters since. 707 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

  • Capital Planning held 51,168 shares of Quanta Services worth $32.9M as of Q3 2026.
  • Capital Planning bought 42,607 Quanta Services shares in Q3 2026, an estimated $27.5M.
  • Quanta Services made up 8.74% of Capital Planning's portfolio in Q3 2026, its #2 holding.
  • Capital Planning first reported a position in Quanta Services in Q4 2020 and has held it in 23 quarters since.
  • 707 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.