Alkeon Capital Management
PWR icon

Alkeon Capital Management’s Quanta Services PWR Stock Holding History

Alkeon Capital Management’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 		$289M Hold
400,983
– – 0.39% 54
2026
Q1 		$220M Sell
400,983
-100,000
-20% -$51.5M 0.37% 54
2025
Q4 		$211M Sell
500,983
-200,000
-29% -$87.9M 0.33% 56
2025
Q3 		$291M Hold
700,983
– – 0.43% 46
2025
Q2 		$265M Hold
700,983
– – 0.44% 42
2025
Q1 		$178M Sell
700,983
-302
-0% -$87.3K 0.37% 45
2024
Q4 		$222M Buy
701,285
+51,285
+8% +$16.5M 0.45% 38
2024
Q3 		$194M Buy
650,000
+250,000
+63% +$66.1M 0.33% 47
2024
Q2 		$102M Buy
+400,000
New +$106M 0.17% 62

Other funds holding PWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alkeon Capital Management's PWR Position: Q2 2026 in Review

Alkeon Capital Management held its Quanta Services (PWR) position steady in Q2 2026 at 400,983 shares worth $289M. The position accounts for 0.39% of the portfolio, ranked #54.

Alkeon Capital Management first reported a position in PWR in Q2 2024 and has held it in 9 quarters since. The position peaked at $291M in Q3 2025. 1,936 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Alkeon Capital Management held 400,983 shares of Quanta Services worth $289M as of Q2 2026.
  • Alkeon Capital Management left its Quanta Services share count unchanged in Q2 2026.
  • Quanta Services made up 0.39% of Alkeon Capital Management's portfolio in Q2 2026, its #54 holding.
  • Alkeon Capital Management first reported a position in Quanta Services in Q2 2024 and has held it in 9 quarters since.
  • Alkeon Capital Management's Quanta Services position peaked at $291M in Q3 2025.
  • 1,936 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Alkeon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.