Bornite Capital Management’s Quanta Services PWR Stock Holding History

Bornite 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	$3.1M	Sell	4,300 -55,700	-93%	-$38.1M	0.39%	19
2026 Q1	$32.9M	Sell	60,000 -95,500	-61%	-$49.2M	5.54%	10
2025 Q4	$65.6M	Sell	155,500 -200	-0.1%	-$87.9K	6.4%	4
2025 Q3	$64.5M	Buy	155,700 +52,800	+51%	+$20.5M	5.99%	4
2025 Q2	$38.9M	Buy	102,900 +34,200	+50%	+$11M	3.89%	5
2025 Q1	$17.5M	Buy	68,700 +12,100	+21%	+$3.5M	4.5%	12
2024 Q4	$17.9M	Sell	56,600 -19,900	-26%	-$6.4M	2.41%	17
2024 Q3	$22.8M	Buy	76,500 +36,500	+91%	+$9.65M	4.03%	7
2024 Q2	$10.2M	Buy	+40,000	New	+$10.6M	1.67%	30
2023 Q4	–	Sell	-2,800	Closed	-$524K	–	46
2023 Q3	$524K	Hold	2,800	–	–	0.16%	26
2023 Q2	$550K	Hold	2,800	–	–	0.11%	33
2023 Q1	$467K	Sell	2,800 -72,200	-96%	-$11.1M	0.16%	28
2022 Q4	$10.7M	Buy	+75,000	New	+$10.7M	2.78%	20

Other funds holding PWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bornite Capital Management reduced its Quanta Services (PWR) stake by 93% in Q2 2026, selling an estimated $38.1M and leaving 4,300 shares worth $3.1M. The position accounts for 0.39% of the portfolio, ranked #19.

Bornite Capital Management first reported a position in PWR in Q4 2022 and has held it in 13 quarters since. The position peaked at $65.6M in Q4 2025. 1,942 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

Bornite Capital Management held 4,300 shares of Quanta Services worth $3.1M as of Q2 2026.
Bornite Capital Management sold 55,700 Quanta Services shares in Q2 2026, an estimated $38.1M.
Quanta Services made up 0.39% of Bornite Capital Management's portfolio in Q2 2026, its #19 holding.
Bornite Capital Management first reported a position in Quanta Services in Q4 2022 and has held it in 13 quarters since.
Bornite Capital Management's Quanta Services position peaked at $65.6M in Q4 2025.
1,942 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

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