Position in PWR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$495,387
+$115,466 QoQ
Shares Held
688
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,291
of 1,914 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in PWR Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Compass Ion Advisors, LLC holds $899,859 across 2 Engineering & Construction names. PWR ranks #1 (55.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
This page
|
688 | $495,387 | |
| 2 | DY |
Dycom Industries Inc
|
800 | $404,472 |
All Filings in PWR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,387 | 688 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $379,921 | 692 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $324,142 | 768 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $318,274 | 768 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $290,365 | 768 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||