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CAPTRUST FINANCIAL ADVISORS: PWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on PWR, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 148,180 PWR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,180 shares
    Change vs previous 13F -49,291 shares

    0.16% of the 13F portfolio, value $106,695,482.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 197,471 shares
    Change vs previous 13F +185,807 shares

    0.19% of the 13F portfolio, value $108,413,064.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,664 shares
    Change vs previous 13F +1,205 shares

    0.01% of the 13F portfolio, value $4,922,782.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,459 shares
    Change vs previous 13F -366 shares

    0.01% of the 13F portfolio, value $4,334,357.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,825 shares
    Change vs previous 13F +2,022 shares

    0.01% of the 13F portfolio, value $4,092,554.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,803 shares
    Change vs previous 13F +397 shares

    0.01% of the 13F portfolio, value $2,237,488.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,406 shares
    Change vs previous 13F +2,181 shares

    0.01% of the 13F portfolio, value $2,656,631.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,225 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,855,920.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).