Creative Planning’s Quanta Services PWR Stock Holding History

Creative 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
2021 Q2	–	Sell	-200	Closed	-$2K	–	2474
2021 Q1	$2K	Buy	+200	New	+$15.9K	﹤0.01%	2564

Other funds holding PWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning's PWR Position: Q2 2026 in Review

Creative Planning increased its Quanta Services (PWR) stake by 8.3% in Q2 2026, buying an estimated $2.85M and bringing the position to 54,285 shares worth $39.1M. The position accounts for 0.02% of the portfolio, ranked #284.

Creative Planning first reported a position in PWR in Q2 2013 and has held it in 39 quarters since. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

Creative Planning held 54,285 shares of Quanta Services worth $39.1M as of Q2 2026.
Creative Planning bought 4,170 Quanta Services shares in Q2 2026, an estimated $2.85M.
Quanta Services made up 0.02% of Creative Planning's portfolio in Q2 2026, its #284 holding.
Creative Planning first reported a position in Quanta Services in Q2 2013 and has held it in 39 quarters since.
1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.