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Lee Johnson Capital Management’s Quanta Services PWR Stock Holding History

Lee Johnson 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 		$4.53M Buy
8,255
+249
+3% +$128K 1.63% 16
2025
Q4 		$3.38M Buy
8,006
+5,944
+288% +$2.61M 1.16% 28
2025
Q3 		$855K Sell
2,062
-2,243
-52% -$872K 0.28% 64
2025
Q2 		$1.63M Buy
+4,305
New +$1.38M 0.56% 32
2022
Q1 		– Sell
-11,702
Closed -$1.34M – 69
2021
Q4 		$1.34M Buy
+11,702
New +$1.35M 1.1% 39

Other funds holding PWR

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lee Johnson Capital Management's PWR Position: Q1 2026 in Review

Lee Johnson Capital Management increased its Quanta Services (PWR) stake by 3.1% in Q1 2026, buying an estimated $128K and bringing the position to 8,255 shares worth $4.53M. The position accounts for 1.63% of the portfolio, ranked #16.

Lee Johnson Capital Management first reported a position in PWR in Q4 2021 and has held it in 5 quarters since. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Lee Johnson Capital Management held 8,255 shares of Quanta Services worth $4.53M as of Q1 2026.
  • Lee Johnson Capital Management bought 249 Quanta Services shares in Q1 2026, an estimated $128K.
  • Quanta Services made up 1.63% of Lee Johnson Capital Management's portfolio in Q1 2026, its #16 holding.
  • Lee Johnson Capital Management first reported a position in Quanta Services in Q4 2021 and has held it in 5 quarters since.
  • 1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Lee Johnson Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.