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Stack Financial Management, Inc: PWR position timeline

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

Stack Financial Management, Inc held 92,624 PWR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,624 shares
    Change vs previous 13F -37,041 shares

    5.2% of the 13F portfolio, value $66,692,739.

    13F-HR 0001308685-26-000007 filed by Stack Financial Management, Inc
    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 129,665 shares
    Change vs previous 13F +73 shares

    5.23% of the 13F portfolio, value $71,188,921.

    13F-HR 0001308685-26-000005 filed by Stack Financial Management, Inc
    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 129,592 shares
    Change vs previous 13F -2,606 shares

    4.17% of the 13F portfolio, value $54,695,786.

    13F-HR 0001308685-26-000002 filed by Stack Financial Management, Inc
    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 132,198 shares
    Change vs previous 13F -1,985 shares

    4.55% of the 13F portfolio, value $54,785,679.

    13F-HR 0001308685-25-000011 filed by Stack Financial Management, Inc
    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 134,183 shares
    Change vs previous 13F -2,159 shares

    4.48% of the 13F portfolio, value $50,732,076.

    13F-HR 0001308685-25-000009 filed by Stack Financial Management, Inc
    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 136,342 shares
    Change vs previous 13F -48,983 shares

    2.89% of the 13F portfolio, value $34,655,415.

    13F-HR 0001308685-25-000007 filed by Stack Financial Management, Inc
    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 185,325 shares
    Change vs previous 13F -3,099 shares

    5.36% of the 13F portfolio, value $58,571,973.

    13F-HR 0001308685-25-000004 filed by Stack Financial Management, Inc
    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 188,424 shares
    Change vs previous 13F not available

    5.04% of the 13F portfolio, value $56,178,622.

    13F-HR 0001308685-24-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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