Arosa Capital Management’s Quanta Services PWR Stock Holding History

Arosa 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 Q1	$5.17M	Buy	9,418 +1,610	+21%	+$829K	0.78%	21
2025 Q4	$3.3M	Buy	7,808 +2,308	+42%	+$1.01M	0.41%	47
2025 Q3	$2.28M	Buy	+5,500	New	+$2.14M	0.5%	31
2025 Q2	–	Sell	-10,000	Closed	-$2.54M	–	69
2025 Q1	$2.54M	Buy	+10,000	New	+$2.89M	0.94%	27
2024 Q4	–	Sell	-30,500	Closed	-$9.09M	–	53
2024 Q3	$9.09M	Hold	30,500	–	–	3.52%	12
2024 Q2	$7.75M	Sell	30,500 -1,400	-4%	-$371K	4.37%	6
2024 Q1	$8.29M	Sell	31,900 -9,100	-22%	-$2.01M	4.89%	5
2023 Q4	$8.85M	Sell	41,000 -4,000	-9%	-$739K	3.98%	13
2023 Q3	$8.42M	Buy	+45,000	New	+$9.02M	2.62%	18

Other funds holding PWR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Arosa Capital Management's PWR Position: Q1 2026 in Review

Arosa Capital Management increased its Quanta Services (PWR) stake by 21% in Q1 2026, buying an estimated $829K and bringing the position to 9,418 shares worth $5.17M. The position accounts for 0.78% of the portfolio, ranked #21.

Arosa Capital Management first reported a position in PWR in Q3 2023 and has held it in 9 quarters since. The position peaked at $9.09M in Q3 2024. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

Arosa Capital Management held 9,418 shares of Quanta Services worth $5.17M as of Q1 2026.
Arosa Capital Management bought 1,610 Quanta Services shares in Q1 2026, an estimated $829K.
Quanta Services made up 0.78% of Arosa Capital Management's portfolio in Q1 2026, its #21 holding.
Arosa Capital Management first reported a position in Quanta Services in Q3 2023 and has held it in 9 quarters since.
Arosa Capital Management's Quanta Services position peaked at $9.09M in Q3 2024.
1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Arosa Capital Management's 13F filing for Q1 2026, filed 15 May 2026.