Cercano Management’s Quanta Services PWR Stock Holding History

Cercano 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	$17.9M	Sell	32,665 -397	-1%	-$204K	0.77%	35
2025 Q4	$14M	Hold	33,062	–	–	0.53%	43
2025 Q3	$13.7M	Sell	33,062 -75,588	-70%	-$29.4M	0.53%	39
2025 Q2	$41.1M	Sell	108,650 -31,469	-22%	-$10.1M	1.17%	22
2025 Q1	$35.6M	Buy	+140,119	New	+$40.5M	1.05%	28
2024 Q1	–	Sell	-184,911	Closed	-$39.9M	–	115
2023 Q4	$39.9M	Buy	184,911 +91,474	+98%	+$16.9M	1.32%	18
2023 Q3	$17.5M	Hold	93,437	–	–	0.62%	46
2023 Q2	$18.4M	Sell	93,437 -63,270	-40%	-$11M	0.64%	40
2023 Q1	$26.1M	Sell	156,707 -100,954	-39%	-$15.5M	1.04%	20
2022 Q4	$36.7M	Buy	+257,661	New	+$36.6M	1.49%	17

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

Cercano Management's PWR Position: Q1 2026 in Review

Cercano Management reduced its Quanta Services (PWR) stake by 1.2% in Q1 2026, selling an estimated $204K and leaving 32,665 shares worth $17.9M. The position accounts for 0.77% of the portfolio, ranked #35.

Cercano Management first reported a position in PWR in Q4 2022 and has held it in 10 quarters since. The position peaked at $41.1M in Q2 2025. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

Cercano Management held 32,665 shares of Quanta Services worth $17.9M as of Q1 2026.
Cercano Management sold 397 Quanta Services shares in Q1 2026, an estimated $204K.
Quanta Services made up 0.77% of Cercano Management's portfolio in Q1 2026, its #35 holding.
Cercano Management first reported a position in Quanta Services in Q4 2022 and has held it in 10 quarters since.
Cercano Management's Quanta Services position peaked at $41.1M in Q2 2025.
1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Cercano Management's 13F filing for Q1 2026, filed 13 May 2026.