Position in PWR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$128,887
+$30,064 QoQ
Shares Held
179
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,700
of 1,914 holders
Holding Since
Dec 2020
19 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 Jun 30, 2026MONTAG A & ASSOCIATES INC holds $8,434,443 across 7 Engineering & Construction names. PWR ranks #3 (1.5% of the industry book) .
All Filings in PWR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,887 | 179 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $98,823 | 180 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $76,392 | 181 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $75,424 | 182 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $59,736 | 158 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $40,160 | 158 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,850,753 | 12,184 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,670,226 | 12,310 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $76,989 | 303 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $78,719 | 303 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,373 | 11 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $80,627 | 431 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $79,758 | 406 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $54,158 | 325 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,562 | 25 | Shares | Sole | 2023-02-02 | |
| 2021-09-30 | $68,292 | 600 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $54,342 | 600 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $52,788 | 600 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $43,212 | 600 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||