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Capital Planning Advisors, LLC

SEC CIK
0001631941
Latest filing
May 14, 2026

PWR holding history

Quanta Services, Inc. in every 13F filed by Capital Planning Advisors, LLC, 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 Q1 2026 holdings

Shares (Q1 2026)
2,581
Value
$1.42M
% of portfolio
0.2%
Quarters held
3
Since Q3 2025
Holdings of PWR by Capital Planning Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20262,581$1.42M0.2%+325+14.4%AddedHolders
Q4 20252,256$952.2K0.1%+266+13.4%AddedHolders
Q3 20251,990$824.7K0.1%+1,990NewHolders