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CARY STREET PARTNERS ASSET MANAGEMENT LLC: PWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARY STREET PARTNERS ASSET MANAGEMENT LLC on PWR, newest first. How the timeline and the estimate are built.

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 33,213 PWR shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,213 shares
    Change vs previous 13F -1,974 shares

    0.47% of the 13F portfolio, value $23,914,690.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 32,398 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 815 shares

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

  2. period ended2026-03-31
    13F 35,187 shares
    Change vs previous 13F +519 shares

    0.44% of the 13F portfolio, value $19,318,367.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 34,446 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 741 shares

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

  3. period ended2025-12-31
    13F 34,668 shares
    Change vs previous 13F -356 shares

    0.33% of the 13F portfolio, value $14,632,027.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 34,230 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 438 shares

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

  4. period ended2025-09-30
    13F 35,024 shares
    Change vs previous 13F -373 shares

    0.35% of the 13F portfolio, value $14,514,692.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 34,630 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 394 shares

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

  5. period ended2025-06-30
    13F 35,397 shares
    Change vs previous 13F +835 shares

    0.36% of the 13F portfolio, value $13,382,935.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 35,030 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 367 shares

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

  6. period ended2025-03-31
    13F 34,562 shares
    Change vs previous 13F +1,143 shares

    0.26% of the 13F portfolio, value $8,784,990.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 34,280 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 282 shares

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

  7. period ended2024-12-31
    13F 33,419 shares
    Change vs previous 13F +1,953 shares

    0.33% of the 13F portfolio, value $10,562,096.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 33,175 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 244 shares

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

  8. period ended2024-09-30
    13F 31,466 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $9,381,604.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

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