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What smart money is saying about Quanta Services, Inc.United States flag

PWR · Industrials · Engineering & Construction · Market cap $91.83B

6 funds in our archive have pitched Quanta Services, Inc. — most recently Baron Asset Fund in June 2026.

Company profile

Quanta Services, Inc. is a global provider of specialized contracting solutions. The company operates through three main business segments: The Electric Power Infrastructure Solutions division is dedicated to designing, procuring, constructing, upgrading, repairing, and maintaining critical infrastructure for electric power transmission, distribution networks, and substation facilities. This includes executing projects on live electrical systems for installation, upkeep, and modernization, as well as integrating advanced smart grid technologies. The segment also handles commercial and industrial wiring from design through repair. Furthermore, it furnishes aviation services, vital emergency restoration support, and various other engineering and technical assistance. Quanta Services extends its design and construction expertise to the telecommunications sector, serving wireline and wireless carriers, cable multi-system operators, and other clients. Professional development programs for electric utility personnel, as well as those in gas distribution and telecommunications, are also offered. The Renewable Energy Infrastructure Solutions segment concentrates on the full lifecycle of renewable energy assets. This encompasses engineering, procurement, construction, modernization, repair, and maintenance for facilities generating power from wind, solar, and hydroelectric sources, alongside battery storage systems. Additionally, it delivers engineering and construction for associated substations, switchyards, transmission lines, and other electrical infrastructures integral to renewable projects. The Underground Utility and Infrastructure Solutions division furnishes comprehensive services covering the design, engineering, construction, enhancement, repair, and ongoing maintenance of systems for transporting, distributing, storing, and processing natural gas, oil, and various other commodities. This includes the fabrication of essential pipeline support structures and related facilities. The segment is also responsible for the engineering and construction of extensive pipeline networks, storage facilities, and crucial compressor and pump stations. Originally incorporated in 1997 as Fabal Construction, Inc., the company adopted the name Quanta Services, Inc. in November of that year and maintains its corporate headquarters in Houston, Texas.

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Summarize with Warren AI
2
Reported positions
0
Bought
0
Sold
10
Letters

Position history

Between Q1 2025 and Q2 2026, 2 fund letters reported a position in Quanta Services, Inc., with no move described.

Fund letters reporting a position in Quanta Services, Inc., by quarter
QuarterLettersBoughtSoldTheses
Q2 20262001
Q1 20260002
Q4 20250002
Q1 20250001

Fund activity · 2 positions

  • June 2026
    To Quanta Services, Inc. , our long-standing holding in electric grid construction and hardening, and Forgent, initiated last quarter, we added new positions in Bloom Energy Corporation and INNIO N.V. in on-site and distributed generation, Fervo Energy Company in next-generation geothermal, and DPC Holdings Limited , which manufactures castings utilized in Industrial Gas Turbines used in power generation.
    Quanta Services, Inc.
  • To Quanta Services, Inc., our long-standing holding in electric grid construction and hardening, and Forgent, initiated last quarter, we added new positions in Bloom Energy Corporation and INNIO N.V. in on-site and distributed generation, Fervo Energy Company in next-generation geothermal, and DPC Holdings Limited, which manufactures castings utilized in Industrial Gas Turbines used in power generation.
    Quanta Services, Inc.

Also mentioned · 2

These funds discuss Quanta Services, Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedMD SASS Concentrated Value
    June 2026
    We have spent considerable time researching the theme over the last few years, and AI-related investments, including Jabil (JBL), Marvell (MRVL), Amphenol (APH), Williams Companies (WMB), and Quanta Services (PWR), drove nearly half of our performance last year.
    Quanta Services, Inc.
  • While absolute performance in Industrials was strong, up 20% in the quarter, the Strategy underperformed the Index in the sector due to rising share prices of benchmark-only companies like Rocket Lab, Vertiv, and Quanta.
    Quanta Services, Inc.

Fund coverage · 6 theses

Read every full thesis on Quanta Services, Inc.

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