Capital Planning LLC Initiates Position in Akre Focus ETF
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6d ago
0mins
Should l Buy PWR?
Source: NASDAQ.COM
- New Investment Initiative: Washington-based Capital Planning LLC initiated a position in the Akre Focus ETF during Q4, acquiring 114,952 shares worth $7.45 million, indicating confidence in the fund's strategy.
- Position Analysis: This investment gives AKRE a 2.1% share of Capital Planning's 13F assets under management, which, while not in the top five holdings, underscores a commitment to a concentrated investment approach.
- Market Performance: As of January 23, AKRE shares were priced at $62.64, reflecting an approximately 11% decline since the fund's October listing, which may affect short-term investor sentiment, though long-term value remains to be seen.
- Investment Strategy Context: The Akre Focus ETF employs a fundamentals-driven strategy focused on companies with durable competitive advantages, and while most assets are still in broad index funds, this increase suggests confidence in stock selection for differentiated outcomes.
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Analyst Views on PWR
Wall Street analysts forecast PWR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PWR is 487.00 USD with a low forecast of 424.00 USD and a high forecast of 540.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
17 Analyst Rating
12 Buy
5 Hold
0 Sell
Moderate Buy
Current: 477.720
Low
424.00
Averages
487.00
High
540.00
Current: 477.720
Low
424.00
Averages
487.00
High
540.00
About PWR
Quanta Services, Inc. provides specialized infrastructure solutions to the utility, renewable energy, technology, communications, pipeline, and energy industries in the United States, Canada, Australia and other international markets. Its segments include Electric Infrastructure Solutions (Electric) and Underground Utility and Infrastructure Solutions (Underground and Infrastructure). Electric provides comprehensive services for electric power, renewable energy, technology and communications markets. Services include design, procurement, new construction, upgrade and repair and maintenance services for electric power transmission and distribution infrastructure, both overhead and underground, and substation facilities, along with other engineering and technical services. The Underground and Infrastructure provides comprehensive infrastructure solutions to customers involved in the transportation, distribution, storage, development and processing of natural gas, oil and other products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Surging Market Demand: According to Goldman Sachs, hyperscalers like Microsoft, Alphabet, Amazon, and Meta are projected to spend $500 billion on capital expenditures this year, driving robust demand for infrastructure solutions, particularly in the power and energy sectors.
- Power Infrastructure Solutions: Quanta Services focuses on electric infrastructure solutions, with its primary revenue coming from modernizing the grid, constructing substations, and high-voltage transmission, making its market position increasingly vital as data center electricity demand surges.
- Acquisition Expansion: Quanta has made several significant acquisitions in recent years, including the 2024 acquisition of Cupertino Electric, which enhances its engineering and construction capabilities in the technology and data center sectors, further solidifying its competitive edge.
- Record Backlog: As of September 30, Quanta Services reported a record backlog of $39.2 billion, reflecting strong demand across utility, renewable energy, and technology sectors, indicating substantial growth potential in the future.
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Capital Planning Acquires New Position in Akre Focus ETF
- New Position Disclosure: On January 22, Washington-based Capital Planning LLC disclosed a new position in the Akre Focus ETF by acquiring 114,952 shares worth $7.45 million, indicating confidence in the fund's strategy.
- Asset Allocation Shift: This acquisition represents 2.1% of Capital Planning's reportable 13F assets under management, highlighting the significance of the Akre Focus ETF within its diversified portfolio.
- Fund Performance Overview: As of January 23, the Akre Focus ETF was priced at $62.64, down approximately 11% from its October listing, reflecting the impact of market volatility on investor sentiment.
- Investment Strategy Analysis: The ETF employs a fundamentals-driven investment strategy focused on companies with durable competitive advantages, and while most assets remain in broad index funds, this acquisition suggests a belief in the value of selective stock picking.
See More
Capital Planning LLC Initiates Position in Akre Focus ETF
- New Investment Initiative: Washington-based Capital Planning LLC initiated a position in the Akre Focus ETF during Q4, acquiring 114,952 shares worth $7.45 million, indicating confidence in the fund's strategy.
- Position Analysis: This investment gives AKRE a 2.1% share of Capital Planning's 13F assets under management, which, while not in the top five holdings, underscores a commitment to a concentrated investment approach.
- Market Performance: As of January 23, AKRE shares were priced at $62.64, reflecting an approximately 11% decline since the fund's October listing, which may affect short-term investor sentiment, though long-term value remains to be seen.
- Investment Strategy Context: The Akre Focus ETF employs a fundamentals-driven strategy focused on companies with durable competitive advantages, and while most assets are still in broad index funds, this increase suggests confidence in stock selection for differentiated outcomes.
See More
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- Software Stock Decline: Software stocks experienced a broad decline on Thursday, reflecting market concerns over the tech sector, even as the overall market showed signs of recovery, indicating investor caution.
- Key Indexes Rally: Despite the drop in software stocks, major indexes successfully rebounded above key levels, demonstrating market resilience after volatility, which may attract more investor attention.
- Strong Performance from Google and Nvidia: Google and Nvidia's stock prices are in buy zones, indicating market confidence in these companies and potentially providing good entry points for investors.
- Earnings Growth for Apple and Sandisk: Apple and Sandisk saw their stock prices rise following earnings reports, suggesting that both companies can achieve profit growth in the current market environment, boosting investor confidence in their future performance.
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- Software Stock Decline: Software stocks experienced a significant drop on Thursday, reflecting market concerns regarding the tech sector, even as the overall market showed signs of recovery, indicating cautious investor sentiment.
- Key Index Recovery: Despite the decline in software stocks, major indexes managed to rebound above critical levels, suggesting that the market retains resilience after short-term fluctuations, potentially attracting more investors.
- Tech Giants Buy Opportunities: Google and Nvidia's stock prices have returned to buy zones, indicating that investors may seek buying opportunities during this dip, laying the groundwork for future growth.
- Positive Earnings for Apple and Sandisk: Following their earnings reports, both Apple and Sandisk saw stock price increases, reflecting a positive market reaction to their financial performance, which could further bolster investor confidence and drive related stock gains.
See More
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- Earnings Release Schedule: Quanta Services will announce its fourth quarter and full-year 2025 financial results on February 19, 2026, before market open, expected to provide critical operational and financial insights for investor analysis.
- Webcast Timing: The company has scheduled a financial results webcast for February 19, 2026, at 9:00 a.m. Eastern Time, aimed at providing institutional investors with deeper financial interpretations and a Q&A session.
- Supplemental Materials Release: Following the earnings announcement, Quanta will post supplemental financial materials on its Investor Relations website, including operational and financial commentary to aid investors in understanding market dynamics.
- Global Business Overview: Quanta Services is an industry leader in providing utility, renewable energy, and communication infrastructure solutions, with operations across the U.S., Canada, Australia, and select international markets, demonstrating its capability to complete various project scopes.
See More
Quanta Services Benefits from Data Center Buildout
- Surging Market Demand: According to Goldman Sachs, hyperscalers like Microsoft, Alphabet, Amazon, and Meta are projected to spend $500 billion on capital expenditures this year, driving robust demand for infrastructure solutions, particularly in the power and energy sectors.
- Power Infrastructure Solutions: Quanta Services focuses on electric infrastructure solutions, with its primary revenue coming from modernizing the grid, constructing substations, and high-voltage transmission, making its market position increasingly vital as data center electricity demand surges.
- Acquisition Expansion: Quanta has made several significant acquisitions in recent years, including the 2024 acquisition of Cupertino Electric, which enhances its engineering and construction capabilities in the technology and data center sectors, further solidifying its competitive edge.
- Record Backlog: As of September 30, Quanta Services reported a record backlog of $39.2 billion, reflecting strong demand across utility, renewable energy, and technology sectors, indicating substantial growth potential in the future.
See More
Capital Planning Acquires New Position in Akre Focus ETF
- New Position Disclosure: On January 22, Washington-based Capital Planning LLC disclosed a new position in the Akre Focus ETF by acquiring 114,952 shares worth $7.45 million, indicating confidence in the fund's strategy.
- Asset Allocation Shift: This acquisition represents 2.1% of Capital Planning's reportable 13F assets under management, highlighting the significance of the Akre Focus ETF within its diversified portfolio.
- Fund Performance Overview: As of January 23, the Akre Focus ETF was priced at $62.64, down approximately 11% from its October listing, reflecting the impact of market volatility on investor sentiment.
- Investment Strategy Analysis: The ETF employs a fundamentals-driven investment strategy focused on companies with durable competitive advantages, and while most assets remain in broad index funds, this acquisition suggests a belief in the value of selective stock picking.
See More
Capital Planning LLC Initiates Position in Akre Focus ETF
- New Investment Initiative: Washington-based Capital Planning LLC initiated a position in the Akre Focus ETF during Q4, acquiring 114,952 shares worth $7.45 million, indicating confidence in the fund's strategy.
- Position Analysis: This investment gives AKRE a 2.1% share of Capital Planning's 13F assets under management, which, while not in the top five holdings, underscores a commitment to a concentrated investment approach.
- Market Performance: As of January 23, AKRE shares were priced at $62.64, reflecting an approximately 11% decline since the fund's October listing, which may affect short-term investor sentiment, though long-term value remains to be seen.
- Investment Strategy Context: The Akre Focus ETF employs a fundamentals-driven strategy focused on companies with durable competitive advantages, and while most assets are still in broad index funds, this increase suggests confidence in stock selection for differentiated outcomes.
See More
Software Stocks Drop but Key Indexes Rally Back
- Software Stock Decline: Software stocks experienced a broad decline on Thursday, reflecting market concerns over the tech sector, even as the overall market showed signs of recovery, indicating investor caution.
- Key Indexes Rally: Despite the drop in software stocks, major indexes successfully rebounded above key levels, demonstrating market resilience after volatility, which may attract more investor attention.
- Strong Performance from Google and Nvidia: Google and Nvidia's stock prices are in buy zones, indicating market confidence in these companies and potentially providing good entry points for investors.
- Earnings Growth for Apple and Sandisk: Apple and Sandisk saw their stock prices rise following earnings reports, suggesting that both companies can achieve profit growth in the current market environment, boosting investor confidence in their future performance.
See More
Software Stocks Decline While Key Indexes Recover
- Software Stock Decline: Software stocks experienced a significant drop on Thursday, reflecting market concerns regarding the tech sector, even as the overall market showed signs of recovery, indicating cautious investor sentiment.
- Key Index Recovery: Despite the decline in software stocks, major indexes managed to rebound above critical levels, suggesting that the market retains resilience after short-term fluctuations, potentially attracting more investors.
- Tech Giants Buy Opportunities: Google and Nvidia's stock prices have returned to buy zones, indicating that investors may seek buying opportunities during this dip, laying the groundwork for future growth.
- Positive Earnings for Apple and Sandisk: Following their earnings reports, both Apple and Sandisk saw stock price increases, reflecting a positive market reaction to their financial performance, which could further bolster investor confidence and drive related stock gains.
See More
Quanta Services to Release Q4 and Full-Year 2025 Financial Results
- Earnings Release Schedule: Quanta Services will announce its fourth quarter and full-year 2025 financial results on February 19, 2026, before market open, expected to provide critical operational and financial insights for investor analysis.
- Webcast Timing: The company has scheduled a financial results webcast for February 19, 2026, at 9:00 a.m. Eastern Time, aimed at providing institutional investors with deeper financial interpretations and a Q&A session.
- Supplemental Materials Release: Following the earnings announcement, Quanta will post supplemental financial materials on its Investor Relations website, including operational and financial commentary to aid investors in understanding market dynamics.
- Global Business Overview: Quanta Services is an industry leader in providing utility, renewable energy, and communication infrastructure solutions, with operations across the U.S., Canada, Australia, and select international markets, demonstrating its capability to complete various project scopes.
See More
