Summit Financial, LLC

Position in PWR — Quanta Services, Inc.

CIK 1765536 PARSIPPANY, NJ

Position in PWR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$12,239,239

+$3,286,370 QoQ

Shares Held

16,998

+4.2% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#404

of 1,914 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Summit Financial, LLC holds $18,257,469 across 5 Engineering & Construction names. PWR ranks #1 (67.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PWR	Quanta Services, Inc. This page	16,998	$12,239,239
2	J	Jacobs Solutions Inc.	20,473	$2,579,598
3	FIX	Comfort Systems USA Inc	1,189	$2,356,538
4	EME	EMCOR Group, Inc.	780	$647,306
5	STRL	Sterling Infrastructure, Inc.	518	$434,788

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,239,239	16,998	+4.2%	Shares	Sole	2026-08-12
2026-03-31	$8,952,869	16,307	+1273.8%	Shares	Sole	2026-05-15
2025-12-31	$500,985	1,187	-20.4%	Shares	Sole	2026-02-13
2025-09-30	$617,900	1,491	+6.7%	Shares	Sole	2025-11-14
2025-06-30	$528,555	1,398	+6.6%	Shares	Sole	2025-08-13
2025-03-31	$333,484	1,312	-23.4%	Shares	Sole	2025-05-14
2024-12-31	$541,393	1,713	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.