Position in PWR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$313,937
-$519,908 QoQ
Shares Held
436
-94.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,478
of 1,914 holders
Holding Since
Dec 2020
5 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in PWR Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $2,718,120 across 5 Engineering & Construction names. PWR ranks #4 (11.5% of the industry book) .
All Filings in PWR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,937 | 436 | Shares | Sole | 2026-08-07 | |
| 2021-09-30 | $833,845 | 7,326 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $666,232 | 7,356 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $604,862 | 6,875 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $488,295 | 6,780 | Shares | Defined | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||