Position in PWR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,908,826
+$486,865 QoQ
Shares Held
2,651
+2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#848
of 1,914 holders
Holding Since
Mar 2020
17 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, 2026Valeo Financial Advisors, LLC holds $5,605,807 across 5 Engineering & Construction names. PWR ranks #1 (34.1% of the industry book) .
All Filings in PWR
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,908,826 | 2,651 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,421,961 | 2,590 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,467,502 | 3,477 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,133,024 | 2,734 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $845,386 | 2,236 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $602,406 | 2,370 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,030,639 | 3,261 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $791,886 | 2,656 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $613,627 | 2,415 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $346,053 | 1,332 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $251,407 | 1,165 | Shares | Sole | 2024-01-29 | |
| 2022-03-31 | $49,000 | 10,572 | Shares | Sole | 2022-04-28 | |
| 2021-03-31 | $128,098 | 1,456 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $60,712 | 843 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $42,288 | 800 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $85,639 | 2,183 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $40,011 | 1,261 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||