Position in PWR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,865,131
+$5,541,365 QoQ
Shares Held
12,312
+103.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#464
of 1,913 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PWR Over Time
Shares Held
Position Value (USD)
Derivatives in PWR
reported options exposure · as of Jun 30, 2025CallValue
$75,616
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $36,815,168 across 13 Engineering & Construction names. PWR ranks #2 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EME |
EMCOR Group, Inc.
|
15,292 | $12,690,524 | |
| 2 | PWR |
Quanta Services, Inc.
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|
12,312 | $8,865,131 | |
| 3 | FIX |
Comfort Systems USA Inc
|
3,741 | $7,414,474 | |
| 4 | MTZ |
Mastec Inc
|
5,419 | $2,254,628 | |
| 5 | STRL |
Sterling Infrastructure, Inc.
|
2,284 | $1,917,097 | |
| 6 | DY |
Dycom Industries Inc
|
1,498 | $757,373 | |
| 7 | J |
Jacobs Solutions Inc.
|
5,455 | $687,330 | |
| 8 | WLDN |
Willdan Group, Inc.
|
7,905 | $625,285 |
All Filings in PWR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,865,131 | 12,312 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,323,766 | 6,054 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,976,789 | 7,053 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,622,454 | 3,915 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $75,616 | 200 | Call | Sole | 2025-07-25 | |
| 2025-06-30 | $764,855 | 2,023 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,072,639 | 4,220 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,142,204 | 3,614 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,032,791 | 3,464 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $579,071 | 2,279 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $468,419 | 1,803 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $345,495 | 1,601 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||