Position in PWR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,714,821
+$1,448,152 QoQ
Shares Held
6,548
+10.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#595
of 1,914 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PWR Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Summit Trail Advisors, LLC holds $25,050,150 across 14 Engineering & Construction names. PWR ranks #1 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
This page
|
6,548 | $4,714,821 | |
| 2 | MTZ |
Mastec Inc
|
7,953 | $3,308,925 | |
| 3 | J |
Jacobs Solutions Inc.
|
20,290 | $2,556,540 | |
| 4 | FIX |
Comfort Systems USA Inc
|
1,191 | $2,360,502 | |
| 5 | 6,236 | $2,210,849 | |||
| 6 | KBR |
Kbr, Inc.
|
53,865 | $1,859,958 | |
| 7 | IESC |
IES Holdings, Inc.
|
2,224 | $1,633,883 | |
| 8 | ACM |
Aecom
|
21,012 | $1,466,637 |
All Filings in PWR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,714,821 | 6,548 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,266,669 | 5,950 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,221,723 | 5,264 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,611,260 | 6,301 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $568,632 | 1,504 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $353,605 | 1,186 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $235,378 | 906 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||