Position in PWR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$27,514,136
+$9,311,955 QoQ
Shares Held
50,115
+16.2% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0.660480893943929.ToString("F0")%
Shared 0.ToString("F0")%
None 99.33951910605607.ToString("F0")%
Common Shares in PWR Over Time
Shares Held
Position Value (USD)
Derivatives in PWR
reported options exposure · as of Mar 31, 2021CallValue
$17,596
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 Mar 31, 2026Creative Planning holds $204,158,004 across 31 Engineering & Construction names. PWR ranks #2 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
32,344 | $44,602,052 | |
| 2 | PWR |
Quanta Services, Inc.
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|
50,115 | $27,514,136 | |
| 3 | EME |
EMCOR Group, Inc.
|
25,887 | $19,112,630 | |
| 4 | AGX |
Argan Inc
|
22,096 | $12,034,586 | |
| 5 | STRL |
Sterling Infrastructure, Inc.
|
28,584 | $11,641,405 | |
| 6 | ECG |
Everus Construction Group, Inc.
|
79,828 | $9,424,493 | |
| 7 | J |
Jacobs Solutions Inc.
|
60,737 | $7,730,605 | |
| 8 | DY |
Dycom Industries Inc
|
21,149 | $7,165,704 |
All Filings in PWR
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $17,596 | 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. | ||||||