South Street Advisors’s Quanta Services PWR Stock Holding History

South Street Advisors’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	$37.4M	Sell	51,907 -7,408	-12%	-$5.06M	4.86%	4
2026 Q1	$32.6M	Sell	59,315 -1,031	-2%	-$531K	4.72%	4
2025 Q4	$25.5M	Sell	60,346 -5,702	-9%	-$2.51M	3.58%	10
2025 Q3	$27.4M	Sell	66,048 -687	-1%	-$267K	3.59%	8
2025 Q2	$25.2M	Sell	66,735 -1,676	-2%	-$538K	3.74%	6
2025 Q1	$17.4M	Sell	68,411 -968	-1%	-$280K	2.84%	17
2024 Q4	$21.9M	Sell	69,379 -1,391	-2%	-$447K	3.36%	11
2024 Q3	$21.1M	Sell	70,770 -2,196	-3%	-$581K	3.2%	11
2024 Q2	$18.5M	Sell	72,966 -5,952	-8%	-$1.58M	2.81%	13
2024 Q1	$20.5M	Sell	78,918 -2,099	-3%	-$464K	3.27%	9
2023 Q4	$17.5M	Sell	81,017 -4	-0%	-$739	3.27%	11
2023 Q3	$15.2M	Buy	81,021 +441	+0.5%	+$88.4K	3.05%	10
2023 Q2	$15.8M	Sell	80,580 -32,959	-29%	-$5.75M	3.14%	10
2023 Q1	$18.9M	Buy	113,539 +1,479	+1%	+$227K	3.88%	6
2022 Q4	$16M	Sell	112,060 -1,063	-0.9%	-$151K	3.52%	9
2022 Q3	$14.4M	Sell	113,123 -1,460	-1%	-$200K	3.55%	11
2022 Q2	$14.4M	Sell	114,583 -1,520	-1%	-$187K	3.27%	13
2022 Q1	$15.3M	Sell	116,103 -559	-0.5%	-$62.1K	2.89%	13
2021 Q4	$13.4M	Buy	116,662 +69,942	+150%	+$8.07M	2.34%	20
2021 Q3	$5.32M	Buy	46,720 +850	+2%	+$85.2K	1.01%	34
2021 Q2	$4.15M	Buy	45,870 +7,480	+19%	+$702K	0.77%	31
2021 Q1	$3.38M	Buy	+38,390	New	+$3.06M	1.07%	18

Other funds holding PWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

South Street Advisors's PWR Position: Q2 2026 in Review

South Street Advisors reduced its Quanta Services (PWR) stake by 12% in Q2 2026, selling an estimated $5.06M and leaving 51,907 shares worth $37.4M. The position accounts for 4.86% of the portfolio, ranked #4.

South Street Advisors first reported a position in PWR in Q1 2021 and has held it in 22 quarters since. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

South Street Advisors held 51,907 shares of Quanta Services worth $37.4M as of Q2 2026.
South Street Advisors sold 7,408 Quanta Services shares in Q2 2026, an estimated $5.06M.
Quanta Services made up 4.86% of South Street Advisors's portfolio in Q2 2026, its #4 holding.
South Street Advisors first reported a position in Quanta Services in Q1 2021 and has held it in 22 quarters since.
1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on South Street Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.