Sustainable Growth Advisers 13F: New $117M Stake in PWR

Sustainable Growth Advisers disclosed a brand-new stake in Quanta Services, Inc. PWR in a Form 13F filing with the SEC on October 15, 2026. Because 13F filings look backward at the end of a reporting period, this disclosure reflects the fund's holdings at that time and might not show its current trades today.

Inside Sustainable Growth Advisers's Quanta Services Trade

Sustainable Growth Advisers initiated a fresh position in the infrastructure firm by picking up 182,286 shares. The newly established holding carried a reported value of $117,120,578. Because this was a brand-new buy, there was no previous stake to compare against.

Other Institutional Activity in Quanta Services

Other large money managers adjusted their positions in Quanta Services during the period. Blackrock Inc. reduced its holdings by 989,149 shares, ending with 13,061,264 shares worth about $8,252,890,079. Vanguard Capital Management LLC grew its holdings by 96,091 shares, ending with 9,802,251 shares worth about $6,193,650,173. Vanguard Portfolio Management LLC boosted its stake by 56,344 shares to finish with 6,927,511 shares valued at roughly $4,377,216,998. State Street Corporation increased its position by 296,659 shares, holding 6,581,807 shares worth about $4,158,780,474. Meanwhile, JPMORGAN CHASE & CO cut its holdings by 764,603 shares, leaving it with 5,308,495 shares valued at approximately $3,354,225,572.

Quanta Services, Inc. Stock Down 4.4%

Quanta Services shares recently traded around $632.50 as of October 16, 2026. The stock sits down about 2.9% from its 50-day moving average of $651.13, yet it stays up about 2.5% above its 200-day moving average of $617.23. The share price rests down about 19.8% from its 52-week high of $788.75 and up about 56.4% from its 52-week low of $404.51.

Recent Earnings

Quanta Services reported trailing twelve-month revenue of $32,905,140,224 alongside basic earnings per share of $8.73. The business posted a net profit margin of 4.0% and a return on equity of 15.3%. Investors look ahead to the company's next earnings report scheduled for October 29, 2026.

Dividend

Quanta Services pays an annual dividend yielding 0.07% with a payout ratio of 4.9%.

Insider Buying and Selling at Quanta Services, Inc.

Company insiders completed several transactions prior to the filing. Donald Charles Wayne, General Counsel, sold 14,000 shares for a total value of $6,213,343 on November 6, 2025. Gerald A Ducey Jr, Officer, sold 7,653 shares at an average price of $446.08 for a total value of $3,413,850 on November 6, 2025. Paul M Nobel, Officer, sold 4,000 shares at $756.98 per share totaling $3,027,920 on May 4, 2026. Earl Charles Austin Jr, Chief Executive Officer, sold 155,992 shares valued at $120,216,530 on May 5, 2026.

Analysts Set New Price Targets

Wall Street research firms updated their views on Quanta Services ahead of the filing. On August 7, 2026, Keybanc upgraded the stock to an Overweight rating with an $807.00 price target. Piper Sandler initiated coverage on September 9, 2026, with an Overweight rating and a $731.00 price target. Bernstein upgraded the stock to Outperform on September 24, 2026, raising its target from $748.00 to $775.00. Piper Sandler maintained an Overweight rating on September 28, 2026, adjusting its target to $714.00 from $731.00. Truist Securities maintained a Buy rating on October 5, 2026, lowering its target from $976.00 to $945.00. Across the broader analyst community, Quanta Services holds a consensus strong buy rating and a mean price target of $766.01 based on 29 opinions.

About Quanta Services

Headquartered in Houston, Texas, Quanta Services builds and maintains critical infrastructure for electric and gas utilities, power generation facilities, communications networks, and energy pipelines. With a workforce of 69,500 employees, the company plays a central role in modernizing energy grids and expanding utility capabilities across North America.

Bottom Line

Sustainable Growth Advisers holds a significant new position in Quanta Services as the company prepares to report its latest financial results later in October 2026. Investors should review upcoming SEC disclosures to see if the fund expands or trims its stake in future quarters. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.