Position in PWR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$891,409
+$199,095 QoQ
Shares Held
1,238
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#1,075
of 1,914 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PWR Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026KFG WEALTH MANAGEMENT, LLC holds $1,183,803 across 2 Engineering & Construction names. PWR ranks #1 (75.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
This page
|
1,238 | $891,409 | |
| 2 | IESC |
IES Holdings, Inc.
|
796 | $292,394 |
All Filings in PWR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $891,409 | 1,238 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $692,314 | 1,261 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $518,711 | 1,229 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $499,376 | 1,205 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $448,402 | 1,186 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $277,818 | 1,093 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $322,054 | 1,019 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $266,844 | 895 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||