Position in PWR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$356,863
-$6,530 QoQ
Shares Held
650
-24.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Optimize Financial Inc holds $2,840,992 across 8 Engineering & Construction names. PWR ranks #5 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTZ |
Mastec Inc
|
1,214 | $390,592 | |
| 2 | TPC |
Tutor Perini Corp
|
4,823 | $372,287 | |
| 3 | EME |
EMCOR Group, Inc.
|
497 | $366,940 | |
| 4 | FIX |
Comfort Systems USA Inc
|
264 | $364,053 | |
| 5 | PWR |
Quanta Services, Inc.
This page
|
650 | $356,863 | |
| 6 | DY |
Dycom Industries Inc
|
983 | $333,060 | |
| 7 | ROAD |
Construction Partners, Inc.
|
2,974 | $330,470 | |
| 8 | J |
Jacobs Solutions Inc.
|
2,567 | $326,727 |
All Filings in PWR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $356,863 | 650 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $363,393 | 861 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $351,842 | 849 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $340,272 | 900 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $230,287 | 906 | Shares | Sole | 2025-05-19 | |
| No filing history on record for this holder in this stock. | ||||||