SEC 13F Intelligence

Bourgeon Capital Management LLC / PWR

Bourgeon Capital Management LLC’s Quanta Svcs Inc Position

Does Bourgeon Capital Management LLC own Quanta Svcs Inc (PWR)? Yes — 16.8K shares worth $9M (+1.59% of its 13F portfolio) as of Q1 2026, down from 16.8K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
16.8K
% of Portfolio
+1.59%
Quarters Held
10
currently held

Position History PWR

Reported value by quarter
Q4 ’23: $4MQ4 ’23Q1 ’24: $10MQ2 ’24: $10MQ2 ’24Q3 ’24: $11MQ4 ’24: $12MQ4 ’24Q1 ’25: $10MQ2 ’25: $7MQ2 ’25Q3 ’25: $8MQ4 ’25: $7MQ4 ’25Q1 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.8K$9M+1.59%
Q4 202516.8K$7M+1.15%
Q3 202518.4K$8M+1.38%
Q2 202518.5K$7M+1.38%
Q1 202537.9K$10M+2.07%
Q4 202437.9K$12M+2.24%
Q3 202438.4K$11M+2.20%
Q2 202438.4K$10M+1.91%
Q1 202438.5K$10M+1.96%
Q4 202318.9K$4M+0.90%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bourgeon Capital Management LLC’s full portfolio or all institutional holders of PWR.