Position in PWR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$39,087,370
+$11,573,234 QoQ
Shares Held
54,285
+8.3% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#211
of 1,914 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PWR Over Time
Shares Held
Position Value (USD)
Derivatives in PWR
reported options exposure · as of Mar 31, 2021CallValue
$2,000
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Creative Planning holds $293,090,113 across 30 Engineering & Construction names. PWR ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
34,488 | $68,353,491 | |
| 2 | PWR |
Quanta Services, Inc.
This page
|
54,285 | $39,087,370 | |
| 3 | STRL |
Sterling Infrastructure, Inc.
|
33,314 | $27,962,438 | |
| 4 | EME |
EMCOR Group, Inc.
|
26,255 | $21,788,498 | |
| 5 | AGX |
Argan Inc
|
24,730 | $19,748,141 | |
| 6 | ECG |
Everus Construction Group, Inc.
|
82,696 | $13,723,401 | |
| 7 | DY |
Dycom Industries Inc
|
26,314 | $13,304,094 | |
| 8 | MYRG |
Myr Group Inc.
|
22,404 | $11,210,961 |
All Filings in PWR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,087,370 | 54,285 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $27,514,136 | 50,115 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $18,202,181 | 43,127 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,025,202 | 41,082 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,097,112 | 39,931 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $7,855,432 | 30,905 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,631,325 | 27,310 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,637,414 | 22,262 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $5,259,659 | 20,700 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $4,937,758 | 19,006 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,849,655 | 17,839 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,321,988 | 17,758 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $3,278,946 | 16,691 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,381,452 | 14,291 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,081,212 | 14,605 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,813,651 | 14,237 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,702,869 | 13,586 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,514,436 | 11,507 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,359,638 | 11,858 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,377,449 | 12,102 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $811,416 | 8,959 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,000 | 200 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $555,065 | 6,309 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $298,090 | 4,139 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||