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LRI Investments’s Quanta Services PWR Stock Holding History

LRI Investments’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 		$181K Buy
252
+27
+12% +$18.5K 0.01% 347
2026
Q1 		$124K Buy
225
+21
+10% +$10.8K 0.01% 376
2025
Q4 		$86.3K Hold
204
– – 0.01% 447
2025
Q3 		$84.7K Hold
204
– – 0.01% 450
2025
Q2 		$77.3K Sell
204
-115
-36% -$36.9K 0.01% 479
2025
Q1 		$81K Sell
319
-24
-7% -$6.93K 0.01% 452
2024
Q4 		$109K Sell
343
-35
-9% -$11.3K 0.01% 405
2024
Q3 		$123K Buy
378
+45
+14% +$11.9K 0.01% 370
2024
Q2 		$84.5K Buy
333
+300
+909% +$79.5K 0.01% 410
2024
Q1 		$8.57K Buy
+33
New +$7.3K ﹤0.01% 538

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

LRI Investments's PWR Position: Q2 2026 in Review

LRI Investments increased its Quanta Services (PWR) stake by 12% in Q2 2026, buying an estimated $18.5K and bringing the position to 252 shares worth $181K. The position accounts for 0.01% of the portfolio, ranked #347.

LRI Investments first reported a position in PWR in Q1 2024 and has held it in 10 quarters since. 1,941 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • LRI Investments held 252 shares of Quanta Services worth $181K as of Q2 2026.
  • LRI Investments bought 27 Quanta Services shares in Q2 2026, an estimated $18.5K.
  • Quanta Services made up 0.01% of LRI Investments's portfolio in Q2 2026, its #347 holding.
  • LRI Investments first reported a position in Quanta Services in Q1 2024 and has held it in 10 quarters since.
  • 1,941 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.