OFC Financial Planning
PWR icon

OFC Financial Planning’s Quanta Services PWR Stock Holding History

OFC Financial 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
Q3 		$1.55M Hold
2,405
– – 1.33% 18
2026
Q2 		$1.73M Hold
2,405
– – 1.54% 17
2026
Q1 		$1.32M Hold
2,405
– – 1.3% 19
2025
Q4 		$1.02M Hold
2,405
– – 0.96% 28
2025
Q3 		$997K Hold
2,405
– – 0.99% 29
2025
Q2 		$909K Hold
2,405
– – 0.97% 31
2025
Q1 		$611K Hold
2,405
– – 0.69% 33
2024
Q4 		$760K Buy
+2,405
New +$774K 0.8% 31

Other funds holding PWR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

OFC Financial Planning's PWR Position: Q3 2026 in Review

OFC Financial Planning held its Quanta Services (PWR) position steady in Q3 2026 at 2,405 shares worth $1.55M. The position accounts for 1.33% of the portfolio, ranked #18.

OFC Financial Planning first reported a position in PWR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.73M in Q2 2026. 1,629 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

  • OFC Financial Planning held 2,405 shares of Quanta Services worth $1.55M as of Q3 2026.
  • OFC Financial Planning left its Quanta Services share count unchanged in Q3 2026.
  • Quanta Services made up 1.33% of OFC Financial Planning's portfolio in Q3 2026, its #18 holding.
  • OFC Financial Planning first reported a position in Quanta Services in Q4 2024 and has held it in 8 quarters since.
  • OFC Financial Planning's Quanta Services position peaked at $1.73M in Q2 2026.
  • 1,629 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on OFC Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.