Forum Financial Management, LP

Position in PWR — Quanta Services, Inc.

CIK 1911832 LOMBARD, IL

Position in PWR

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$614,914

+$153,189 QoQ

Shares Held

854

+1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,208

of 1,914 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Forum Financial Management, LP holds $919,601 across 2 Engineering & Construction names. PWR ranks #1 (66.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PWR	Quanta Services, Inc. This page	854	$614,914
2	STRL	Sterling Infrastructure, Inc.	363	$304,687

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$614,914	854	+1.5%	Shares	Sole	2026-07-23
2026-03-31	$461,725	841	-69.8%	Shares	Sole	2026-04-23
2025-12-31	$1,175,859	2,786	+0.3%	Shares	Sole	2026-01-27
2025-09-30	$1,151,673	2,779	-3.7%	Shares	Sole	2025-10-24
2025-06-30	$1,090,760	2,885	-9.9%	Shares	Sole	2025-07-30
2025-03-31	$814,138	3,203	-16.6%	Shares	Sole	2025-05-02
2024-12-31	$1,213,315	3,839	+8.7%	Shares	Sole	2025-02-20
2024-09-30	$1,053,065	3,532	+0.6%	Shares	Sole	2024-10-29
2024-06-30	$892,364	3,512	+7.0%	Shares	Sole	2024-07-30
2024-03-31	$852,923	3,283	-0.5%	Shares	Sole	2024-05-09
2023-12-31	$711,924	3,299	0.0%	Shares	Sole	2024-02-07
2023-09-30	$617,143	3,299	0.0%	Shares	Sole	2023-11-06
2023-06-30	$648,088	3,299	+0.5%	Shares	Sole	2023-07-26
2023-03-31	$547,079	3,283	+0.8%	Shares	Sole	2023-04-19
2022-12-31	$464,265	3,258	0.0%	Shares	Sole	2023-01-24
2022-09-30	$415,036	3,258	0.0%	Shares	Sole	2022-11-07
2022-06-30	$408,357	3,258	0.0%	Shares	Sole	2022-08-15
2021-12-31	$373,562	3,258	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.