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Segment Wealth Management, LLC: PWR position timeline

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

Segment Wealth Management, LLC held 12,216 PWR shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,216 shares
    Change vs previous 13F +117 shares

    0.46% of the 13F portfolio, value $8,796,009.

    13F-HR 0001575581-26-000003 filed by Segment 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 12,099 shares
    Change vs previous 13F -1,535 shares

    0.39% of the 13F portfolio, value $6,642,593.

    13F-HR 0001575581-26-000002 filed by Segment 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 13,634 shares
    Change vs previous 13F -8,378 shares

    0.33% of the 13F portfolio, value $5,754,366.

    13F-HR 0001575581-26-000001 filed by Segment 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 22,012 shares
    Change vs previous 13F +26 shares

    0.55% of the 13F portfolio, value $9,122,213.

    13F-HR 0001575581-25-000003 filed by Segment 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 21,986 shares
    Change vs previous 13F +624 shares

    0.53% of the 13F portfolio, value $8,312,467.

    13F-HR 0001085146-25-003996 filed by Segment 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 21,362 shares
    Change vs previous 13F +1,460 shares

    0.37% of the 13F portfolio, value $5,429,793.

    13F-HR 0001085146-25-002215 filed by Segment 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 19,902 shares
    Change vs previous 13F -40,940 shares

    0.43% of the 13F portfolio, value $6,290,027.

    13F-HR 0001085146-25-000297 filed by Segment 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 60,842 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $18,140,042.

    13F-HR 0001085146-24-005054 filed by Segment Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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