Position in PWR
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$316,817
+$98,308 QoQ
Shares Held
440
+10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#1,476
of 1,914 holders
Holding Since
Mar 2025
6 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, 2026Copia Wealth Management holds $327,603 across 2 Engineering & Construction names. PWR ranks #1 (96.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
This page
|
440 | $316,817 | |
| 2 | ECG |
Everus Construction Group, Inc.
|
65 | $10,786 |
All Filings in PWR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,817 | 440 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $218,509 | 398 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $97,495 | 231 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $55,946 | 135 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $25,331 | 67 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,795 | 11 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||