Institute for Wealth Management, LLC.
Position in PWR — Quanta Services, Inc.
CIK 1533954
DENVER, CO
Position in PWR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,520,724
+$360,096 QoQ
Shares Held
2,112
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#909
of 1,922 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PWR Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $2,686,024 across 12 Engineering & Construction names. PWR ranks #1 (56.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
This page
|
2,112 | $1,520,724 | |
| 2 | ROAD |
Construction Partners, Inc.
|
4,350 | $516,649 | |
| 3 | FLR |
Fluor Corp
|
6,758 | $354,051 | |
| 4 | 423 | $149,966 | |||
| 5 | KBR |
Kbr, Inc.
|
1,150 | $39,709 | |
| 6 | DY |
Dycom Industries Inc
|
71 | $35,896 | |
| 7 | EME |
EMCOR Group, Inc.
|
31 | $25,726 | |
| 8 | MTZ |
Mastec Inc
|
55 | $22,883 |
All Filings in PWR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,520,724 | 2,112 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,160,628 | 2,114 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $897,721 | 2,127 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $927,057 | 2,237 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $863,534 | 2,284 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $550,045 | 2,164 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $683,932 | 2,164 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $645,196 | 2,164 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $568,145 | 2,236 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $600,397 | 2,311 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $503,245 | 2,332 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $397,897 | 2,127 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $436,315 | 2,221 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $370,107 | 2,221 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $324,330 | 2,276 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $289,939 | 2,276 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $285,273 | 2,276 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $305,466 | 2,321 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $266,125 | 2,321 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $264,176 | 2,321 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $219,269 | 2,421 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $212,999 | 2,421 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||