CFP
PWR icon

Comprehensive Financial Planning’s Quanta Services PWR Stock Holding History

Comprehensive Financial 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
Q1 		– Sell
-6
Closed -$2.53K – 433
2025
Q4 		$2.53K Buy
+6
New +$2.64K ﹤0.01% 350

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Comprehensive Financial Planning's PWR Position: Q1 2026 in Review

Comprehensive Financial Planning sold out of Quanta Services (PWR) in Q1 2026, closing a stake of 6 shares — an estimated $2.53K sold.

Comprehensive Financial Planning first reported a position in PWR in Q4 2025 and held it in 1 quarter. The position peaked at $2.53K in Q4 2025. 1,748 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Comprehensive Financial Planning reported no remaining Quanta Services position as of Q1 2026 after selling out during the quarter.
  • Comprehensive Financial Planning sold 6 Quanta Services shares in Q1 2026, an estimated $2.53K.
  • Comprehensive Financial Planning first reported a position in Quanta Services in Q4 2025 and held it in 1 quarter.
  • Comprehensive Financial Planning's Quanta Services position peaked at $2.53K in Q4 2025.
  • 1,748 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.