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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
Q2 		$285K Hold
396
– – 0.13% 58
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Laurel Wealth Planning's PWR Position: Q2 2026 in Review

Laurel Wealth Planning held its Quanta Services (PWR) position steady in Q2 2026 at 396 shares worth $285K. The position accounts for 0.13% of the portfolio, ranked #58.

Laurel Wealth Planning first reported a position in PWR in Q2 2022 and has held it in 5 quarters since. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Laurel Wealth Planning held 396 shares of Quanta Services worth $285K as of Q2 2026.
  • Laurel Wealth Planning left its Quanta Services share count unchanged in Q2 2026.
  • Quanta Services made up 0.13% of Laurel Wealth Planning's portfolio in Q2 2026, its #58 holding.
  • Laurel Wealth Planning first reported a position in Quanta Services in Q2 2022 and has held it in 5 quarters since.
  • 1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Laurel Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.