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Laurel Wealth Planning’s Quanta Services PWR Stock Holding History

Laurel Wealth 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 		$217K Buy
+396
New +$204K 0.11% 59
2023
Q1 		– Sell
-395
Closed -$56.3K – 160
2022
Q4 		$56.3K Hold
395
– – 0.04% 103
2022
Q3 		$50K Hold
395
– – 0.04% 102
2022
Q2 		$50K Buy
+395
New +$48.5K 0.04% 109

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

Laurel Wealth Planning's PWR Position: Q1 2026 in Review

Laurel Wealth Planning opened a new position in Quanta Services (PWR) in Q1 2026: 396 shares worth $217K. The stake represents 0.11% of the portfolio and ranks #59 among its holdings. This is a return to the name: Laurel Wealth Planning previously reported a position in PWR as recently as Q4 2022.

Laurel Wealth Planning first reported a position in PWR in Q2 2022 and has held it in 4 quarters since. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Laurel Wealth Planning held 396 shares of Quanta Services worth $217K as of Q1 2026.
  • Quanta Services was a new Laurel Wealth Planning position in Q1 2026.
  • Quanta Services made up 0.11% of Laurel Wealth Planning's portfolio in Q1 2026, its #59 holding.
  • Laurel Wealth Planning first reported a position in Quanta Services in Q2 2022 and has held it in 4 quarters since.
  • 1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.