Lyell Wealth Management
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Lyell Wealth Management’s Quanta Services PWR Stock Holding History

Lyell Wealth 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 		$25.8M Buy
40,197
+888
+2% +$573K 1.53% 17
2026
Q2 		$28.3M Sell
39,309
-398
-1% -$272K 1.74% 17
2026
Q1 		$21.8M Buy
39,707
+1,248
+3% +$643K 1.6% 17
2025
Q4 		$16.2M Buy
38,459
+1,457
+4% +$640K 1.18% 28
2025
Q3 		$15.3M Buy
37,002
+1,431
+4% +$556K 1.14% 31
2025
Q2 		$13.4M Buy
35,571
+5,490
+18% +$1.76M 1.06% 32
2025
Q1 		$7.65M Buy
30,081
+20,563
+216% +$5.94M 0.71% 53
2024
Q4 		$3.01M Buy
+9,518
New +$3.06M 0.27% 87

Other funds holding PWR

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Washington Trust Advisors
Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Lyell Wealth Management's PWR Position: Q3 2026 in Review

Lyell Wealth Management increased its Quanta Services (PWR) stake by 2.3% in Q3 2026, buying an estimated $573K and bringing the position to 40,197 shares worth $25.8M. The position accounts for 1.53% of the portfolio, ranked #17.

Lyell Wealth Management first reported a position in PWR in Q4 2024 and has held it in 8 quarters since. The position peaked at $28.3M in Q2 2026. 748 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

  • Lyell Wealth Management held 40,197 shares of Quanta Services worth $25.8M as of Q3 2026.
  • Lyell Wealth Management bought 888 Quanta Services shares in Q3 2026, an estimated $573K.
  • Quanta Services made up 1.53% of Lyell Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Lyell Wealth Management first reported a position in Quanta Services in Q4 2024 and has held it in 8 quarters since.
  • Lyell Wealth Management's Quanta Services position peaked at $28.3M in Q2 2026.
  • 748 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.