Capital Advisors Wealth Management, LLC
Position in PWR — Quanta Services, Inc.
CIK 1824700
YAKIMA, WA
Position in PWR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,727,511
+$1,381,863 QoQ
Shares Held
3,788
+54.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#759
of 1,914 holders
Holding Since
Jun 2024
9 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, 2026Capital Advisors Wealth Management, LLC holds $3,227,537 across 3 Engineering & Construction names. PWR ranks #1 (84.5% of the industry book) .
All Filings in PWR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,727,511 | 3,788 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,345,648 | 2,451 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $981,289 | 2,325 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $825,110 | 1,991 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $740,280 | 1,958 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $467,691 | 1,840 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $422,558 | 1,337 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $316,933 | 1,063 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $250,024 | 984 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||