Bornite Capital Management
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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
Q3 		$53.3M Buy
82,900
+78,600
+1,828% +$50.7M 7.63% 3
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% +$9.6M 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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Bornite Capital Management's PWR Position: Q3 2026 in Review

Bornite Capital Management increased its Quanta Services (PWR) stake by 1,828% in Q3 2026, buying an estimated $50.7M and bringing the position to 82,900 shares worth $53.3M. The position accounts for 7.63% of the portfolio, ranked #3.

Bornite Capital Management first reported a position in PWR in Q4 2022 and has held it in 14 quarters since. The position peaked at $65.6M in Q4 2025. 1,629 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

  • Bornite Capital Management held 82,900 shares of Quanta Services worth $53.3M as of Q3 2026.
  • Bornite Capital Management bought 78,600 Quanta Services shares in Q3 2026, an estimated $50.7M.
  • Quanta Services made up 7.63% of Bornite Capital Management's portfolio in Q3 2026, its #3 holding.
  • Bornite Capital Management first reported a position in Quanta Services in Q4 2022 and has held it in 14 quarters since.
  • Bornite Capital Management's Quanta Services position peaked at $65.6M in Q4 2025.
  • 1,629 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Bornite Capital Management's 13F filing for Q3 2026, filed 10 Nov 2026.