CAPITAL & PLANNING, LLC PWR β€” QUANTA SERVICES

Ownership history in CAPITAL & PLANNING, LLC  Β·  2 quarters on record

AI Ownership Summary

CAPITAL & PLANNING, LLC reported QUANTA SERVICES (PWR) in 2 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows PWR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PWR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAPITAL & PLANNING, LLC's position in QUANTA SERVICES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PWR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CAPITAL & PLANNING, LLC held PWR β€” position size vs. price
% of Fund (quarterly)    PWR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 5 β€” 0% 0.00% $3K 2026-05-18 $723.03
2024 Q4 INITIATED β€” β€” β€” 5 β€” β€” 0.00% $2K 2025-02-03 $301.42

FAQ About CAPITAL & PLANNING, LLC and PWR

These are the practical questions this page is built to answer before you even open the full history table.

How long has CAPITAL & PLANNING, LLC reported owning PWR?

CAPITAL & PLANNING, LLC reported PWR across 2 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported PWR position in CAPITAL & PLANNING, LLC's portfolio?

The largest reported portfolio weight for PWR was 0.00% in 2026 Q1.

What is the latest reported PWR position on this page?

The most recent filing on this page is 2026 Q1, when CAPITAL & PLANNING, LLC reported 5 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this PWR ownership page compare?

The chart compares CAPITAL & PLANNING, LLC's quarterly PWR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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