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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
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

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

Lyell Wealth Management's PWR Position: Q1 2026 in Review

Lyell Wealth Management increased its Quanta Services (PWR) stake by 3.2% in Q1 2026, buying an estimated $643K and bringing the position to 39,707 shares worth $21.8M. The position accounts for 1.6% of the portfolio, ranked #17.

Lyell Wealth Management first reported a position in PWR in Q4 2024 and has held it in 6 quarters since. 1,734 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Lyell Wealth Management held 39,707 shares of Quanta Services worth $21.8M as of Q1 2026.
  • Lyell Wealth Management bought 1,248 Quanta Services shares in Q1 2026, an estimated $643K.
  • Quanta Services made up 1.6% of Lyell Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Lyell Wealth Management first reported a position in Quanta Services in Q4 2024 and has held it in 6 quarters since.
  • 1,734 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.