Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PWR holding history

Quanta Services, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PWR overviewAll 13F holders of PWRFull Q2 2026 holdings

Shares (Q2 2026)
54,285
Value
$39.1M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PWR by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202654,285$39.1M<0.1%+4,170+8.3%AddedHolders
Q1 202650,115$27.5M<0.1%+6,988+16.2%AddedHolders
Q4 202543,127$18.2M<0.1%+2,045+5.0%AddedHolders
Q3 202541,082$17.0M<0.1%+1,151+2.9%AddedHolders
Q2 202539,931$15.1M<0.1%+9,026+29.2%AddedHolders
Q1 202530,905$7.86M<0.1%+3,595+13.2%AddedHolders
Q4 202427,310$8.63M<0.1%+5,048+22.7%AddedHolders
Q3 202422,262$6.64M<0.1%+1,562+7.5%AddedHolders
Q2 202420,700$5.26M<0.1%+1,694+8.9%AddedHolders
Q1 202419,006$4.94M<0.1%+1,167+6.5%AddedHolders
Q4 202317,839$3.85M<0.1%+81+0.5%AddedHolders
Q3 202317,758$3.32M<0.1%+1,067+6.4%AddedHolders
Q2 202316,691$3.28M<0.1%+2,400+16.8%AddedHolders
Q1 202314,291$2.38M<0.1%−314−2.1%ReducedHolders
Q4 202214,605$2.08M<0.1%+368+2.6%AddedHolders
Q3 202214,237$1.81M<0.1%+651+4.8%AddedHolders
Q2 202213,586$1.70M<0.1%+2,079+18.1%AddedHolders
Q1 202211,507$1.51M<0.1%−351−3.0%ReducedHolders
Q4 202111,858$1.36M<0.1%−244−2.0%ReducedHolders
Q3 202112,102$1.38M<0.1%+3,143+35.1%AddedHolders
Q2 20218,959$811.0K<0.1%+2,650+42.0%AddedHolders
Q1 20216,309$555.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.