Position in PWR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,497,674
+$571,484 QoQ
Shares Held
2,080
+23.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#913
of 1,914 holders
Holding Since
Mar 2020
23 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, 2026AE Wealth Management LLC holds $5,974,676 across 10 Engineering & Construction names. PWR ranks #1 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
This page
|
2,080 | $1,497,674 | |
| 2 | J |
Jacobs Solutions Inc.
|
7,265 | $915,390 | |
| 3 | FIX |
Comfort Systems USA Inc
|
401 | $794,747 | |
| 4 | EME |
EMCOR Group, Inc.
|
810 | $672,194 | |
| 5 | STRL |
Sterling Infrastructure, Inc.
|
741 | $621,961 | |
| 6 | FLR |
Fluor Corp
|
8,465 | $443,465 | |
| 7 | TTEK |
Tetra Tech Inc
|
11,056 | $319,395 | |
| 8 | EXPO |
Exponent Inc
|
4,199 | $246,719 |
All Filings in PWR
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,497,674 | 2,080 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $926,190 | 1,687 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $529,681 | 1,255 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $414,000 | 999 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $351,233 | 929 | Shares | Other | 2025-08-06 | |
| 2024-12-31 | $200,056 | 633 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $224,802 | 754 | Shares | Other | 2024-11-14 | |
| 2023-12-31 | $1,691,656 | 7,839 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $298,002 | 1,593 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $256,563 | 1,306 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,825,547 | 16,956 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,037,180 | 14,296 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,377,977 | 10,817 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $9,188,926 | 73,312 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $6,783,179 | 51,540 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $4,603,599 | 40,150 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,301,076 | 11,431 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,031,864 | 11,393 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,224,065 | 13,913 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $697,801 | 9,689 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $455,864 | 8,624 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $242,637 | 6,185 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,430,007 | 45,068 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||