Estate Planners Group’s Quanta Services PWR Stock Holding History

Estate Planners Group’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	-39	Closed	-$16.5K	–	333
2025 Q4	$16.5K	Buy	+39	New	+$17.1K	0.01%	230

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Estate Planners Group's PWR Position: Q1 2026 in Review

Estate Planners Group sold out of Quanta Services (PWR) in Q1 2026, closing a stake of 39 shares — an estimated $16.5K sold.

Estate Planners Group first reported a position in PWR in Q4 2025 and held it in 1 quarter. The position peaked at $16.5K in Q4 2025. 1,745 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

Estate Planners Group reported no remaining Quanta Services position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 39 Quanta Services shares in Q1 2026, an estimated $16.5K.
Estate Planners Group first reported a position in Quanta Services in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Quanta Services position peaked at $16.5K in Q4 2025.
1,745 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.