UFPG
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United Financial Planning Group’s Quanta Services PWR Stock Holding History

United Financial Planning 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
Q2 		$12.2K Hold
17
– – 0.01% 227
2026
Q1 		$9.33K Buy
17
+14
+467% +$7.21K 0.01% 223
2025
Q4 		$1.27K Buy
+3
New +$1.32K ﹤0.01% 353

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

United Financial Planning Group's PWR Position: Q2 2026 in Review

United Financial Planning Group held its Quanta Services (PWR) position steady in Q2 2026 at 17 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #227.

United Financial Planning Group first reported a position in PWR in Q4 2025 and has held it in 3 quarters since. 1,936 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • United Financial Planning Group held 17 shares of Quanta Services worth $12.2K as of Q2 2026.
  • United Financial Planning Group left its Quanta Services share count unchanged in Q2 2026.
  • Quanta Services made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #227 holding.
  • United Financial Planning Group first reported a position in Quanta Services in Q4 2025 and has held it in 3 quarters since.
  • 1,936 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.