Creative Planning
PWR icon

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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.