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Bourgeon Capital Management’s Quanta Services PWR Stock Holding History

Bourgeon 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 		$7.59M Sell
10,544
-6,236
-37% -$4.26M 1.12% 38
2026
Q1 		$9.21M Sell
16,780
-19
-0.1% -$9.79K 1.59% 30
2025
Q4 		$7.09M Sell
16,799
-1,638
-9% -$720K 1.15% 35
2025
Q3 		$7.64M Sell
18,437
-70
-0.4% -$27.2K 1.38% 33
2025
Q2 		$7M Sell
18,507
-19,362
-51% -$6.22M 1.38% 34
2025
Q1 		$9.63M Sell
37,869
-49
-0.1% -$14.2K 2.07% 20
2024
Q4 		$12M Sell
37,918
-524
-1% -$169K 2.24% 15
2024
Q3 		$11.5M Buy
38,442
+44
+0.1% +$11.6K 2.2% 17
2024
Q2 		$9.76M Sell
38,398
-92
-0.2% -$24.4K 1.91% 22
2024
Q1 		$10M Buy
38,490
+19,560
+103% +$4.33M 1.96% 19
2023
Q4 		$4.09M Buy
+18,930
New +$3.5M 0.9% 40

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

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

Bourgeon Capital Management reduced its Quanta Services (PWR) stake by 37% in Q2 2026, selling an estimated $4.26M and leaving 10,544 shares worth $7.59M. The position accounts for 1.12% of the portfolio, ranked #38.

Bourgeon Capital Management first reported a position in PWR in Q4 2023 and has held it in 11 quarters since. The position peaked at $12M in Q4 2024. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Bourgeon Capital Management held 10,544 shares of Quanta Services worth $7.59M as of Q2 2026.
  • Bourgeon Capital Management sold 6,236 Quanta Services shares in Q2 2026, an estimated $4.26M.
  • Quanta Services made up 1.12% of Bourgeon Capital Management's portfolio in Q2 2026, its #38 holding.
  • Bourgeon Capital Management first reported a position in Quanta Services in Q4 2023 and has held it in 11 quarters since.
  • Bourgeon Capital Management's Quanta Services position peaked at $12M in Q4 2024.
  • 1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Bourgeon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.