NYSE · Industrials

QUANTA SVCS INC PWR

Quanta Services, Inc. offers infrastructure solutions for the electric and gas utility, power generation, load center, manufacturing, communications, pipeline, and energy industries.

Engineering & Construction

Company profile

Business mix

  • The company’s Electric Infrastructure Solutions segment engages in the design, procurement, construction, upgrade, repair, and maintenance of electric power transmission and distribution infrastructure and substation facilities.
  • This segment offers aviation; emergency aerial firefighting services; emergency restoration; and other engineering and technical services.
  • Its Underground Utility and Infrastructure Solutions segment is involved in the transportation, distribution, storage, development, and processing of natural gas, oil, and other products, as well as owns and operates large load centers.
  • This segment also engages in the design, engineering, procurement, construction, upgrade, and repair and maintenance services for natural gas systems; pipeline protection, integrity testing, rehabilitation, and replacement services.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in engineering & construction?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 95.4 FCF 1.51% Buyback -0.74%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Sands Capital Management Frank Sands 1.3% $343.9M 2026-03-31
Alkeon Capital Management 0.4% $220.1M 2026-03-31
Baron Capital Ron Baron 0.5% $178.9M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 2 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $343.9M Estimated from net added shares
Reduction amount $164.7M Estimated from net reduced shares
Net share change / base shares +31.8% +326,320 / 1,026,851
Baron Capital Ron Baron 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 8.8% 13F value change +$51.2M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 0.7% 13F value change +$13.9M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -8.1% 13F value change -$9.4M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -0.7% 13F value change +$40.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 325,868 Last 4 periods -28 (-0.0%) Total shares 325,840 Value $178.9M
Alkeon Capital Management 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -28.5% 13F value change -$79.1M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -20.0% 13F value change +$8.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 700,983 Last 4 periods -300,000 (-42.8%) Total shares 400,983 Value $220.1M
Sands Capital Management Frank Sands 2 filing periods
13F 2025-12-31 Filed 2026-02-13
New Shares - 13F value change +$243.5M
13F 2026-03-31 Filed 2026-05-08
Minor increase Shares 8.6% 13F value change +$100.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 0 Last 4 periods +626,348 (New) Total shares 626,348 Value $343.9M

Recent mentions

No public mentions.