Position in PWR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$298,096
+$113,626 QoQ
Shares Held
414
+23.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,504
of 1,914 holders
Holding Since
Sep 2025
4 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, 2026Root Financial Partners, LLC holds $1,404,257 across 3 Engineering & Construction names. PWR ranks #3 (21.2% of the industry book) .
All Filings in PWR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,096 | 414 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $184,470 | 336 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $141,812 | 336 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $172,398 | 416 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||