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Disclosery

Moran Wealth Management, LLC: PWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moran Wealth Management, LLC on PWR, newest first. How the timeline and the estimate are built.

Moran Wealth Management, LLC held 31,445 PWR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,445 shares
    Change vs previous 13F -1,934 shares

    0.62% of the 13F portfolio, value $22,641,658.

    13F-HR 0001965334-26-000004 filed by Moran Wealth Management, LLC
    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 33,379 shares
    Change vs previous 13F -10,306 shares

    0.56% of the 13F portfolio, value $18,325,738.

    13F-HR 0002085853-26-000507 filed by Moran Wealth Management, LLC
    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 43,685 shares
    Change vs previous 13F -4,077 shares

    0.57% of the 13F portfolio, value $18,437,691.

    13F-HR 0002085853-26-000091 filed by Moran Wealth Management, LLC
    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 47,762 shares
    Change vs previous 13F -10,331 shares

    0.6% of the 13F portfolio, value $19,793,529.

    13F-HR 0002085853-25-000149 filed by Moran Wealth Management, LLC
    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 58,093 shares
    Change vs previous 13F -6,482 shares

    0.68% of the 13F portfolio, value $21,963,802.

    13F-HR 0001667731-25-000988 filed by Moran Wealth Management, LLC
    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 64,575 shares
    Change vs previous 13F -3,007 shares

    0.55% of the 13F portfolio, value $16,413,673.

    13F-HR 0001667731-25-000498 filed by Moran Wealth Management, LLC
    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 67,582 shares
    Change vs previous 13F -2,863 shares

    0.68% of the 13F portfolio, value $21,359,291.

    13F-HR 0001667731-25-000219 filed by Moran Wealth Management, LLC
    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 70,445 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $21,003,177.

    13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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