Quanta Services, Inc.
MX ˙ BMV ˙ US74762E1029
SecurityMX:PWR / Quanta Services, Inc.
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership1,687 shares
Latest Disclosed Value $ 925,993
AE Wealth Management LLC reports 34.42% increase in ownership of PWR / Quanta Services, Inc.

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 1,687 shares of Quanta Services, Inc. (MX:PWR) valued at $925,993 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,255 shares of Quanta Services, Inc.. This represents a change in shares of 34.42% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F QUANTA SVCS COM 74762E102 1,687 432 34.42 926 74.86 0.0001
2026-01-26 2025-12-31 13F QUANTA SVCS COM 74762E102 1,255 256 25.63 530 28.09 0.0030
2025-11-03 2025-09-30 13F QUANTA SVCS COM 74762E102 999 70 7.53 414 17.66 0.0026
2025-08-06 2025-06-30 13F QUANTA SVCS COM 74762E102 929 929 351 0.0026
2025-05-06 2025-03-31 13F QUANTA SVCS COM 74762E102 0 -633 -100.00 0 -100.00
2025-02-13 2024-12-31 13F QUANTA SVCS COM 74762E102 633 -121 -16.05 200 -10.71 0.0017
2024-11-14 2024-09-30 13F QUANTA SVCS COM 74762E102 754 754 225 0.0020
2024-05-15 2024-03-31 13F QUANTA SVCS COM 74762E102 0 -7,839 -100.00 0 -100.00
2024-02-14 2023-12-31 13F QUANTA SVCS COM 74762E102 7,839 6,246 392.09 1,539 416.11 0.0079
2023-10-11 2023-09-30 13F QUANTA SVCS COM 74762E102 1,593 287 21.98 298 16.41 0.0018
2023-07-10 2023-06-30 13F QUANTA SVCS COM 74762E102 1,306 -15,650 -92.30 257 -90.94 0.0015
2023-04-14 2023-03-31 13F QUANTA SVCS COM 74762E102 16,956 2,660 18.61 2,825 38.68 0.0182
2023-01-31 2022-12-31 13F QUANTA SVCS COM 74762E102 14,296 3,479 32.16 2,037 47.82 0.0147
2022-10-25 2022-09-30 13F QUANTA SVCS COM 74762E102 10,817 -62,495 -85.25 1,378 -85.00 0.0109
2022-08-03 2022-06-30 13F QUANTA SVCS COM 74762E102 73,312 21,772 42.24 9,189 35.47 0.0735
2022-04-18 2022-03-31 13F QUANTA SVCS COM 74762E102 51,540 11,390 28.37 6,783 47.33 0.0465
2022-01-20 2021-12-31 13F QUANTA SVCS COM 74762E102 40,150 28,719 251.24 4,604 253.88 0.0321
2021-11-01 2021-09-30 13F QUANTA SVCS COM 74762E102 11,431 38 0.33 1,301 26.07 0.0107
2021-07-21 2021-06-30 13F QUANTA SVCS COM 74762E102 11,393 -2,520 -18.11 1,032 -15.69 0.0090
2021-04-27 2021-03-31 13F QUANTA SVCS COM 74762E102 13,913 4,224 43.60 1,224 75.36 0.0124
2021-02-01 2020-12-31 13F QUANTA SVCS COM 74762E102 9,689 1,065 12.35 698 53.07 0.0079
2020-11-06 2020-09-30 13F QUANTA SVCS COM 74762E102 8,624 2,439 39.43 456 87.65 0.0065
2020-08-05 2020-06-30 13F QUANTA SVCS COM 74762E102 6,185 -38,883 -86.28 243 -83.01 0.0038
2020-05-07 2020-03-31 13F QUANTA SVCS COM 74762E102 45,068 7,784 20.88 1,430 -5.80 0.0329
2020-01-15 2019-12-31 13F QUANTA SVCS COM 74762E102 37,284 10,513 39.27 1,518 50.00 0.0329
2019-11-05 2019-09-30 13F QUANTA SVCS COM 74762E102 26,771 4,828 22.00 1,012 20.76 0.0292
2019-07-22 2019-06-30 13F QUANTA SVCS COM 74762E102 21,943 15,729 253.12 838 256.60 0.0252
2019-05-14 2019-03-31 13F QUANTA SVCS COM 74762E102 6,214 6,214 235 0.0163
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.