Creative Planning’s Quanta Services PWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $27.5M | Buy |
50,115
+6,988
| +16% | +$3.6M | 0.02% | 335 |
|
|
2025
Q4 | $18.2M | Buy |
43,127
+2,045
| +5% | +$899K | 0.01% | 414 |
|
|
2025
Q3 | $17M | Buy |
41,082
+1,151
| +3% | +$447K | 0.01% | 402 |
|
|
2025
Q2 | $15.1M | Buy |
39,931
+9,026
| +29% | +$2.9M | 0.01% | 402 |
|
|
2025
Q1 | $7.86M | Buy |
30,905
+3,595
| +13% | +$1.04M | 0.01% | 562 |
|
|
2024
Q4 | $8.63M | Buy |
27,310
+5,048
| +23% | +$1.62M | 0.01% | 499 |
|
|
2024
Q3 | $6.64M | Buy |
22,262
+1,562
| +8% | +$413K | 0.01% | 554 |
|
|
2024
Q2 | $5.26M | Buy |
20,700
+1,694
| +9% | +$449K | 0.01% | 599 |
|
|
2024
Q1 | $4.94M | Buy |
19,006
+1,167
| +7% | +$258K | 0.01% | 605 |
|
|
2023
Q4 | $3.85M | Buy |
17,839
+81
| +0.5% | +$15K | 0.01% | 648 |
|
|
2023
Q3 | $3.32M | Buy |
17,758
+1,067
| +6% | +$214K | ﹤0.01% | 658 |
|
|
2023
Q2 | $3.28M | Buy |
16,691
+2,400
| +17% | +$419K | ﹤0.01% | 647 |
|
|
2023
Q1 | $2.38M | Sell |
14,291
-314
| -2% | -$48.3K | ﹤0.01% | 721 |
|
|
2022
Q4 | $2.08M | Buy |
14,605
+368
| +3% | +$52.3K | ﹤0.01% | 732 |
|
|
2022
Q3 | $1.81M | Buy |
14,237
+651
| +5% | +$89K | ﹤0.01% | 731 |
|
|
2022
Q2 | $1.7M | Buy |
13,586
+2,079
| +18% | +$255K | ﹤0.01% | 773 |
|
|
2022
Q1 | $1.51M | Sell |
11,507
-351
| -3% | -$39K | ﹤0.01% | 812 |
|
|
2021
Q4 | $1.36M | Sell |
11,858
-244
| -2% | -$28.1K | ﹤0.01% | 821 |
|
|
2021
Q3 | $1.38M | Buy |
12,102
+3,143
| +35% | +$315K | ﹤0.01% | 806 |
|
|
2021
Q2 | $811K | Buy |
8,959
+2,650
| +42% | +$249K | ﹤0.01% | 1025 |
|
|
2021
Q1 | $555K | Buy |
6,309
+2,170
| +52% | +$173K | ﹤0.01% | 1368 |
|
|
2020
Q4 | $298K | Buy |
+4,139
| New | +$273K | ﹤0.01% | 1638 |
|
|
2019
Q2 | – | Sell |
-6,601
| Closed | -$249K | – | 2101 |
|
|
2019
Q1 | $249K | Buy |
+6,601
| New | +$230K | ﹤0.01% | 1446 |
|
|
2017
Q3 | – | Sell |
-12
| Closed | – | – | 3271 |
|
|
2017
Q2 | $0 | Sell |
12
-848
| -99% | -$28.2K | ﹤0.01% | 4782 |
|
|
2017
Q1 | $32K | Buy |
860
+147
| +21% | +$5.37K | ﹤0.01% | 2795 |
|
|
2016
Q4 | $25K | Sell |
713
-311
| -30% | -$9.77K | ﹤0.01% | 2929 |
|
|
2016
Q3 | $29K | Sell |
1,024
-1,304
| -56% | -$33.2K | ﹤0.01% | 2770 |
|
|
2016
Q2 | $54K | Buy |
2,328
+1,460
| +168% | +$33.8K | ﹤0.01% | 2091 |
|
|
2016
Q1 | $20K | Sell |
868
-566
| -39% | -$11.2K | ﹤0.01% | 2759 |
|
|
2015
Q4 | $29K | Sell |
1,434
-478
| -25% | -$10.3K | ﹤0.01% | 2575 |
|
|
2015
Q3 | $46K | Buy |
+1,912
| New | +$48.7K | ﹤0.01% | 2103 |
|
|
2015
Q2 | – | Sell |
-263
| Closed | -$8K | – | 2532 |
|
|
2015
Q1 | $8K | Buy |
263
+10
| +4% | +$280 | ﹤0.01% | 3323 |
|
|
2014
Q4 | $7K | Sell |
253
-872
| -78% | -$27.4K | ﹤0.01% | 3329 |
|
|
2014
Q3 | $41K | Buy |
1,125
+920
| +449% | +$32.7K | ﹤0.01% | 2059 |
|
|
2014
Q2 | $7K | Buy |
205
+5
| +3% | +$173 | ﹤0.01% | 3057 |
|
|
2014
Q1 | $7K | Buy |
+200
| New | +$6.67K | ﹤0.01% | 2941 |
|
|
2013
Q4 | – | Sell |
-200
| Closed | -$6K | – | 3441 |
|
|
2013
Q3 | $6K | Sell |
200
-30
| -13% | -$812 | ﹤0.01% | 2671 |
|
|
2013
Q2 | $6K | Buy |
+230
| New | +$6.38K | ﹤0.01% | 2484 |
|
Other funds holding PWR
VCM
VPM
PP
Creative Planning's PWR Position: Q1 2026 in Review
Creative Planning increased its Quanta Services (PWR) stake by 16% in Q1 2026, buying an estimated $3.6M and bringing the position to 50,115 shares worth $27.5M. The position accounts for 0.02% of the portfolio, ranked #335.
Creative Planning first reported a position in PWR in Q2 2013 and has held it in 38 quarters since. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.
- Creative Planning held 50,115 shares of Quanta Services worth $27.5M as of Q1 2026.
- Creative Planning bought 6,988 Quanta Services shares in Q1 2026, an estimated $3.6M.
- Quanta Services made up 0.02% of Creative Planning's portfolio in Q1 2026, its #335 holding.
- Creative Planning first reported a position in Quanta Services in Q2 2013 and has held it in 38 quarters since.
- 1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.