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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
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

OFC Financial Planning's PWR Position: Q2 2026 in Review

OFC Financial Planning held its Quanta Services (PWR) position steady in Q2 2026 at 2,405 shares worth $1.73M. The position accounts for 1.54% of the portfolio, ranked #17.

OFC Financial Planning first reported a position in PWR in Q4 2024 and has held it in 7 quarters since. 1,196 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • OFC Financial Planning held 2,405 shares of Quanta Services worth $1.73M as of Q2 2026.
  • OFC Financial Planning left its Quanta Services share count unchanged in Q2 2026.
  • Quanta Services made up 1.54% of OFC Financial Planning's portfolio in Q2 2026, its #17 holding.
  • OFC Financial Planning first reported a position in Quanta Services in Q4 2024 and has held it in 7 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.