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Planning Strategies Inc.’s Quanta Services PWR Stock Holding History

Planning Strategies Inc.’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 		$10.8K Buy
+15
New +$10.3K 0.01% 310

Other funds holding PWR

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
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Planning Strategies Inc.'s PWR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Quanta Services (PWR) in Q2 2026: 15 shares worth $10.8K. The stake represents 0.01% of the portfolio and ranks #310 among its holdings.

711 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Planning Strategies Inc. held 15 shares of Quanta Services worth $10.8K as of Q2 2026.
  • Quanta Services was a new Planning Strategies Inc. position in Q2 2026.
  • Quanta Services made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #310 holding.
  • 711 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.