SUMMIT WEALTH GROUP LLC / CO

Position in PWR — Quanta Services, Inc.

CIK 2081278 COLORADO SPRINGS, CO

Position in PWR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,641,691

+$360,828 QoQ

Shares Held

2,280

-2.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#889

of 1,922 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

SUMMIT WEALTH GROUP LLC / CO holds $2,652,310 across 3 Engineering & Construction names. PWR ranks #1 (61.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PWR	Quanta Services, Inc. This page	2,280	$1,641,691
2	ECG	Everus Construction Group, Inc.	3,844	$637,911
3	J	Jacobs Solutions Inc.	2,958	$372,708

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,641,691	2,280	-2.3%	Shares	Sole	2026-07-28
2026-03-31	$1,280,863	2,333	+6.3%	Shares	Sole	2026-04-23
2025-12-31	$925,999	2,194	+0.2%	Shares	Sole	2026-02-04
2025-09-30	$907,579	2,190	+38.2%	Shares	Sole	2026-02-05
2025-06-30	$599,256	1,585	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.