Electrical Work - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2026-04-24 13F-HR FIX / Comfort Systems USA Root Financial Partners, LLC 101 296 193.07
2026-04-24 13F-HR FIX / Comfort Systems USA Raiffeisen Bank International AG 1,759 1,752 -0.40
2026-04-24 13F-HR FIX / Comfort Systems USA Walker Asset Management, LLC 410 410 0.00
2026-04-24 13F-HR EME / EMCOR Group Argent Advisors, Inc. 2,177 2,149 -1.29
2026-04-24 13F-HR EME / EMCOR Group American Institute for Advanced Investment Management, LLP 300
2026-04-24 13F-HR IESC / IES Holdings KPP Advisory Services LLC 664 699 5.27
2026-04-24 13F-HR EME / EMCOR Group IFM Investors Pty Ltd 0 8,639
2026-04-24 13F-HR EME / EMCOR Group Root Financial Partners, LLC 156 363 132.69
2026-04-24 13F-HR EME / EMCOR Group Heritage Investors Management Corp 6,405 6,325 -1.25
2026-04-24 13F-HR FIX / Comfort Systems USA CHICAGO TRUST Co NA 157
2026-04-24 13F-HR EME / EMCOR Group Yousif Capital Management, Llc 5,112 4,995 -2.29
2026-04-24 13F-HR EME / EMCOR Group Fulton Bank, N.a. 1,733 1,722 -0.63
2026-04-24 13F-HR EME / EMCOR Group Cane Capital Partners, LLC 600 600 0.00
2026-04-24 13F-HR FIX / Comfort Systems USA Abacus Wealth Partners, LLC 365 413 13.15
2026-04-24 13F-HR EME / EMCOR Group Petros Family Wealth, LLC 0 293
2026-04-24 13F-HR EME / EMCOR Group KPP Advisory Services LLC 399 399 0.00
2026-04-24 13F-HR FIX / Comfort Systems USA Yousif Capital Management, Llc 3,639 3,517 -3.35
2026-04-24 13F-HR EME / EMCOR Group Strs Ohio 16,770 17,269 2.98
2026-04-24 13F-HR FIX / Comfort Systems USA Strs Ohio 2,933 2,932 -0.03
2026-04-24 13F-HR FIX / Comfort Systems USA Triasima Portfolio Management inc. 4,119 4,639 12.62
2026-04-24 13F-HR FIX / Comfort Systems USA Patten Group, Inc. 0 366
2026-04-24 13F-HR FIX / Comfort Systems USA Bayban 12 12 0.00
2026-04-24 13F-HR FIX / Comfort Systems USA Boston Trust Walden Corp 875 850 -2.86
2026-04-24 13F-HR FIX / Comfort Systems USA Wd Rutherford Llc 317 317 0.00
2026-04-24 13F-HR FIX / Comfort Systems USA Sumitomo Mitsui DS Asset Management Company, Ltd 13,800 14,378 4.19
2026-04-24 13F-HR FIX / Comfort Systems USA Essex Financial Services, Inc. 520 501 -3.65
2026-04-24 13F-HR EME / EMCOR Group Retirement Systems of Alabama 9,521 9,507 -0.15
2026-04-24 13F-HR IESC / IES Holdings Strs Ohio 2,800 2,800 0.00
2026-04-24 13F-HR EME / EMCOR Group UMA Financial Services, Inc. 286 289 1.05
2026-04-24 13F-HR EME / EMCOR Group Raiffeisen Bank International AG 7,352 13,296 80.85
2026-04-24 13F-HR EME / EMCOR Group Keybank National Association/oh 2,002 1,700 -15.08
2026-04-24 13F-HR EME / EMCOR Group Sumitomo Mitsui DS Asset Management Company, Ltd 5,684 5,795 1.95
2026-04-24 13F-HR IESC / IES Holdings Root Financial Partners, LLC 57 71 24.56
2026-04-24 13F-HR EME / EMCOR Group CHICAGO TRUST Co NA 585 585 0.00
2026-04-24 13F-HR EME / EMCOR Group Essex Financial Services, Inc. 466 431 -7.51
2026-04-24 13F-HR FIX / Comfort Systems USA UMA Financial Services, Inc. 10 12 20.00
2026-04-24 13F-HR FIX / Comfort Systems USA Peregrine Asset Advisers, Inc. 7,430 6,783 -8.71
2026-04-24 13F-HR FIX / Comfort Systems USA Financial Life Planners 0 42
2026-04-24 13F-HR FIX / Comfort Systems USA Fulton Bank, N.a. 595 603 1.34
2026-04-24 13F-HR FIX / Comfort Systems USA Keybank National Association/oh 0 176
2026-04-24 13F-HR EME / EMCOR Group Stock Yards Bank & Trust Co 62,209 62,142 -0.11
2026-04-24 13F-HR FIX / Comfort Systems USA Stock Yards Bank & Trust Co 322 318 -1.24
2026-04-24 13F-HR FIX / Comfort Systems USA IFM Investors Pty Ltd 7,387
2026-04-24 13F-HR FIX / Comfort Systems USA Retirement Systems of Alabama 9,912 9,899 -0.13
2026-04-24 13F-HR IESC / IES Holdings Tcfg Wealth Management, Llc 595
2026-04-24 13F-HR EME / EMCOR Group Raiffeisen Bank International AG 210 210 0.00
2026-04-24 13F-HR PWR / Quanta Services Stock Yards Bank & Trust Co 68,485 71,472 4.36
2026-04-24 13F-HR PWR / Quanta Services Sumitomo Mitsui DS Asset Management Company, Ltd 53,353 53,031 -0.60
2026-04-24 13F-HR PWR / Quanta Services UMA Financial Services, Inc. 54 58 7.41
2026-04-24 13F-HR PWR / Quanta Services IFM Investors Pty Ltd 28,724 29,646 3.21
2026-04-24 13F-HR PWR / Quanta Services KC Investment Advisors, LLC 860 642 -25.35
2026-04-24 13F-HR PWR / Quanta Services Essex Financial Services, Inc. 0 503
2026-04-24 13F-HR PWR / Quanta Services Mitchell Mcleod Pugh & Williams Inc 1,550 1,562 0.77
2026-04-24 13F-HR PWR / Quanta Services Fulton Bank, N.a. 9,911 9,558 -3.56
2026-04-24 13F-HR PWR / Quanta Services Prospect Financial Services LLC 389
2026-04-24 13F-HR PWR / Quanta Services Retirement Systems of Alabama 31,722 31,666 -0.18
2026-04-24 13F-HR PWR / Quanta Services Root Financial Partners, LLC 336 336 0.00
2026-04-24 13F-HR PWR / Quanta Services USS Investment Management Ltd 24,529 24,529 0.00
2026-04-24 13F-HR PWR / Quanta Services Petros Family Wealth, LLC 1,059 662 -37.49
2026-04-24 13F-HR PWR / Quanta Services Bayban 20 20 0.00
2026-04-24 13F-HR PWR / Quanta Services Raiffeisen Bank International AG 165,865 137,000 -17.40
2026-04-24 13F-HR PWR / Quanta Services Stegent Equity Advisors, Inc. 1,553 1,554 0.06
2026-04-24 13F-HR PWR / Quanta Services Key FInancial Inc 38 34 -10.53
2026-04-24 13F-HR PWR / Quanta Services Jacobsen Capital Management 367
2026-04-24 13F-HR PWR / Quanta Services Canton Hathaway, LLC 3,500 3,500 0.00
2026-04-24 13F-HR PWR / Quanta Services Eagle Bay Advisors LLC 110 0 -100.00
2026-04-24 13F-HR PWR / Quanta Services Royal Harbor Partners, LLC 800 682 -14.75
2026-04-24 13F-HR PWR / Quanta Services Keybank National Association/oh 7,307 6,973 -4.57
2026-04-24 13F-HR PWR / Quanta Services United Community Bank 357 357 0.00
2026-04-24 13F-HR PWR / Quanta Services Abacus Wealth Partners, LLC 1,760 1,802 2.39
2026-04-24 13F-HR PWR / Quanta Services TKG Advisors, LLC 1,772 1,650 -6.88
2026-04-24 13F-HR PWR / Quanta Services Strs Ohio 30,328 16,822 -44.53
2026-04-24 13F-HR PWR / Quanta Services Triasima Portfolio Management inc. 5,453 5,498 0.83
2026-04-24 13F-HR PWR / Quanta Services Reliant Investment Management, LLC 26,163 26,227 0.24
2026-04-24 13F-HR PWR / Quanta Services KPP Advisory Services LLC 6,680 6,766 1.29
2026-04-24 13F-HR PWR / Quanta Services Peregrine Asset Advisers, Inc. 17,263 17,073 -1.10
2026-04-24 13F-HR PWR / Quanta Services Heritage Oak Wealth Advisors Llc 2,598
2026-04-24 13F-HR PWR / Quanta Services Yousif Capital Management, Llc 16,997 16,334 -3.90
2026-04-24 13F-HR PWR / Quanta Services Oakworth Capital, Inc. 590 585 -0.85
2026-04-24 13F-HR PWR / Quanta Services Capital Asset Advisory Services LLC 944 0 -100.00
2026-04-24 13F-HR PWR / Quanta Services CHICAGO TRUST Co NA 3,199 1,997 -37.57
2026-04-23 13F-HR PWR / Quanta Services TFC Financial Management 203 203 0.00
2026-04-23 13F-HR PWR / Quanta Services Kohmann Bosshard Financial Services, LLC 15 15 0.00
2026-04-23 13F-HR PWR / Quanta Services Spinnaker Trust 871 871 0.00
2026-04-23 13F-HR PWR / Quanta Services Ameliora Wealth Management Ltd. 2,457 2,428 -1.18
2026-04-23 13F-HR PWR / Quanta Services Chicago Capital, LLC 79,147 74,840 -5.44
2026-04-23 13F-HR PWR / Quanta Services Ewa, Llc 740 778 5.14
2026-04-23 13F-HR PWR / Quanta Services BXM Wealth LLC 565 520 -7.96
2026-04-23 13F-HR PWR / Quanta Services Forum Financial Management, LP 2,786 841 -69.81
2026-04-23 13F-HR PWR / Quanta Services American National Bank 16 0 -100.00
2026-04-23 13F-HR PWR / Quanta Services Marquette Asset Management, LLC 23 28 21.74
2026-04-23 13F-HR PWR / Quanta Services Ami Asset Management Corp 199,134 142,443 -28.47
2026-04-23 13F-HR PWR / Quanta Services Laurel Wealth Planning LLC 0 396
2026-04-23 13F-HR PWR / Quanta Services Oppenheimer & Co Inc 0 102,510
2026-04-23 13F-HR PWR / Quanta Services PayPay Securities Corp 3
2026-04-23 13F-HR PWR / Quanta Services J.w. Cole Advisors, Inc. 14,625 14,264 -2.47
2026-04-23 13F-HR PWR / Quanta Services Drucker Wealth 3.0, LLC 550 515 -6.36
2026-04-23 13F-HR PWR / Quanta Services Willis Johnson & Associates, Inc. 732 588 -19.67
2026-04-23 13F-HR PWR / Quanta Services Accurate Wealth Management, LLC 572 536 -6.29
2026-04-23 13F-HR PWR / Quanta Services Lansforsakringar Fondforvaltning AB (publ) 46,495 47,908 3.04
2026-04-23 13F-HR PWR / Quanta Services Oppenheimer Asset Management Inc. 0 2,990
2026-04-23 13F-HR PWR / Quanta Services Moss Adams Wealth Advisors LLC 460
2026-04-23 13F-HR PWR / Quanta Services First Pacific Financial 0 100
2026-04-23 13F-HR PWR / Quanta Services Global Trust Asset Management, LLC 0 375
2026-04-23 13F-HR PWR / Quanta Services Folger Nolan Fleming Douglas Capital Management, Inc 899
2026-04-23 13F-HR PWR / Quanta Services Atlas Private Wealth Advisors 0 403
2026-04-23 13F-HR PWR / Quanta Services North Star Investment Management Corp. 589 562 -4.58
2026-04-23 13F-HR PWR / Quanta Services Interchange Capital Partners, LLC 597 474 -20.60
2026-04-23 13F-HR PWR / Quanta Services Merrion Investment Management Co, LLC 700 800 14.29
2026-04-23 13F-HR PWR / Quanta Services Next Level Private LLC 500 501 0.20
2026-04-23 13F-HR PWR / Quanta Services Bigelow Investment Advisors, LLC 455
2026-04-23 13F-HR PWR / Quanta Services Farmers & Merchants Investments Inc 102 137 34.31
2026-04-23 13F-HR PWR / Quanta Services Mayflower Financial Advisors, LLC 1,378 1,388 0.73
2026-04-23 13F-HR PWR / Quanta Services Kerntke Otto McGlone Wealth Management Group 1,448 1,449 0.07
2026-04-23 13F-HR PWR / Quanta Services SJS Investment Consulting Inc. 41 82 100.00
2026-04-23 13F-HR PWR / Quanta Services MQS Management LLC 643 0 -100.00
2026-04-23 13F-HR PWR / Quanta Services Summit Wealth Group Llc / Co 2,194 2,333 6.34
2026-04-23 13F-HR PWR / Quanta Services Chelsea Counsel Co 17,833 17,833 0.00
2026-04-23 13F-HR PWR / Quanta Services Harbor Investment Advisory, Llc 2,623 2,582 -1.56
2026-04-23 13F-HR PWR / Quanta Services SevenBridge Financial Group, LLC 12,298 12,378 0.65
2026-04-23 13F-HR IESC / IES Holdings Drucker Wealth 3.0, LLC 541
2026-04-23 13F-HR EME / EMCOR Group Farmers & Merchants Investments Inc 27 27 0.00
2026-04-23 13F-HR EME / EMCOR Group North Star Investment Management Corp. 342 342 0.00
2026-04-23 13F-HR EME / EMCOR Group Cornerstone Wealth Management, LLC 739 747 1.08
2026-04-23 13F-HR EME / EMCOR Group Lazari Capital Management, Inc. 540 515 -4.63
2026-04-23 13F-HR EME / EMCOR Group J.w. Cole Advisors, Inc. 0 1,690
2026-04-23 13F-HR FIX / Comfort Systems USA North Star Investment Management Corp. 1,307 906 -30.68
2026-04-23 13F-HR EME / EMCOR Group MQS Management LLC 1,146 335 -70.77
2026-04-23 13F-HR EME / EMCOR Group Accurate Wealth Management, LLC 1,984 2,039 2.77
2026-04-23 13F-HR EME / EMCOR Group waypoint wealth counsel 600 600 0.00
2026-04-23 13F-HR EME / EMCOR Group Interchange Capital Partners, LLC 1,164 536 -53.95
2026-04-23 13F-HR EME / EMCOR Group Glass Jacobson Investment Advisors llc 568 539 -5.11
2026-04-23 13F-HR IESC / IES Holdings SJS Investment Consulting Inc. 2 3 50.00
2026-04-23 13F-HR IESC / IES Holdings TFC Financial Management 1 1 0.00
2026-04-23 13F-HR EME / EMCOR Group Harbor Investment Advisory, Llc 113 113 0.00
2026-04-23 13F-HR IESC / IES Holdings Marquette Asset Management, LLC 1
2026-04-23 13F-HR IESC / IES Holdings McMillan Office, Inc. 8
2026-04-23 13F-HR EME / EMCOR Group Oppenheimer & Co Inc 7,488 7,603 1.54
2026-04-23 13F-HR FIX / Comfort Systems USA Oppenheimer Asset Management Inc. 2,920 2,227 -23.73
2026-04-23 13F-HR EME / EMCOR Group Marquette Asset Management, LLC 0 3
2026-04-23 13F-HR FIX / Comfort Systems USA Accurate Wealth Management, LLC 238 0 -100.00
2026-04-23 13F-HR FIX / Comfort Systems USA Lansforsakringar Fondforvaltning AB (publ) 7,963
2026-04-23 13F-HR IESC / IES Holdings Rexford Capital Inc 700 700 0.00
2026-04-23 13F-HR EME / EMCOR Group Oppenheimer Asset Management Inc. 4,071 3,087 -24.17
2026-04-23 13F-HR FIX / Comfort Systems USA Interchange Capital Partners, LLC 312 0 -100.00
2026-04-23 13F-HR EME / EMCOR Group Chelsea Counsel Co 150 150 0.00
2026-04-23 13F-HR EME / EMCOR Group Forum Financial Management, LP 812 0 -100.00
2026-04-23 13F-HR FIX / Comfort Systems USA CBOE Vest Financial, LLC 10,565 8,840 -16.33
2026-04-23 13F-HR EME / EMCOR Group CBOE Vest Financial, LLC 11,423 11,537 1.00
2026-04-23 13F-HR EME / EMCOR Group Chicago Capital, LLC 350
2026-04-23 13F-HR EME / EMCOR Group TFC Financial Management 1 1 0.00
2026-04-23 13F-HR FIX / Comfort Systems USA Private Wealth Management Group, LLC 13 11 -15.38
2026-04-23 13F-HR FIX / Comfort Systems USA American National Bank 23 23 0.00
2026-04-23 13F-HR FIX / Comfort Systems USA Impact Partnership Wealth, LLC 773 768 -0.65
2026-04-23 13F-HR FIX / Comfort Systems USA SJS Investment Consulting Inc. 72 100 38.89
2026-04-23 13F-HR FIX / Comfort Systems USA Moss Adams Wealth Advisors LLC 212
2026-04-23 13F-HR FIX / Comfort Systems USA Manchester Financial Inc 2,132 2,102 -1.41
2026-04-23 13F-HR FIX / Comfort Systems USA Oppenheimer & Co Inc 393 396 0.76
2026-04-23 13F-HR FIX / Comfort Systems USA CWM Advisors, LLC 2,412 2,808 16.42
2026-04-23 13F-HR FIX / Comfort Systems USA Brown Miller Wealth Management, LLC 544 588 8.09
2026-04-23 13F-HR FIX / Comfort Systems USA Forum Financial Management, LP 504 0 -100.00
2026-04-23 13F-HR EME / EMCOR Group Private Wealth Management Group, LLC 80 80 0.00
2026-04-23 13F-HR FIX / Comfort Systems USA Glass Jacobson Investment Advisors llc 123
2026-04-23 13F-HR IESC / IES Holdings Farmers & Merchants Trust Co of Chambersburg PA 51 51 0.00
2026-04-23 13F-HR EME / EMCOR Group CWM Advisors, LLC 14,949 15,941 6.64
2026-04-23 13F-HR FIX / Comfort Systems USA Ewa, Llc 379 391 3.17
2026-04-23 13F-HR IESC / IES Holdings Forum Financial Management, LP 736 0 -100.00
2026-04-23 13F-HR IESC / IES Holdings Oppenheimer Asset Management Inc. 693 0 -100.00
2026-04-23 13F-HR EME / EMCOR Group Woodward Diversified Capital, Llc 737 708 -3.93
2026-04-23 13F-HR FIX / Comfort Systems USA Marquette Asset Management, LLC 6 8 33.33
2026-04-23 13F-HR FIX / Comfort Systems USA waypoint wealth counsel 954 917 -3.88
2026-04-23 13F-HR EME / EMCOR Group Impact Partnership Wealth, LLC 2,171 0 -100.00
2026-04-23 13F-HR EME / EMCOR Group SJS Investment Consulting Inc. 146 208 42.47
2026-04-23 13F-HR EME / EMCOR Group Lansforsakringar Fondforvaltning AB (publ) 9,768 11,005 12.66
2026-04-23 13F-HR EME / EMCOR Group iA Global Asset Management Inc. 3,102 4,022 29.66
2026-04-23 13F-HR FIX / Comfort Systems USA SMART Wealth LLC 305 0 -100.00
2026-04-23 13F-HR EME / EMCOR Group Manchester Financial Inc 2,547 2,556 0.35
2026-04-23 13F-HR FIX / Comfort Systems USA iA Global Asset Management Inc. 0 2,745
2026-04-23 13F-HR EME / EMCOR Group Moss Adams Wealth Advisors LLC 536 560 4.48
2026-04-23 13F-HR EME / EMCOR Group Klein Pavlis & Peasley Financial, Inc. 356
2026-04-23 13F-HR FIX / Comfort Systems USA Farmers & Merchants Investments Inc 40 23 -42.50
2026-04-23 13F-HR EME / EMCOR Group Brown Miller Wealth Management, LLC 845 913 8.05
2026-04-22 13F-HR FIX / Comfort Systems USA HMS Capital Management, LLC 1,293 768 -40.60
2026-04-22 13F-HR FIX / Comfort Systems USA Coston, McIsaac & Partners 232 239 3.02
2026-04-22 13F-HR EME / EMCOR Group Parcion Private Wealth LLC 487 766 57.29
2026-04-22 13F-HR FIX / Comfort Systems USA Parcion Private Wealth LLC 1,131 1,153 1.95
2026-04-22 13F-HR EME / EMCOR Group Richard Bernstein Advisors LLC 0 4,487 -96.05
2026-04-22 13F-HR IESC / IES Holdings Janney Montgomery Scott LLC 4,580 5,836 27.42
2026-04-22 13F-HR FIX / Comfort Systems USA Caldwell Trust Co 10
2026-04-22 13F-HR EME / EMCOR Group Abundance Wealth Counselors 321
2026-04-22 13F-HR EME / EMCOR Group Portus Wealth Advisors, LLC 1
2026-04-22 13F-HR FIX / Comfort Systems USA Barnes Dennig Private Wealth Management LLC 131 163 24.43
2026-04-22 13F-HR EME / EMCOR Group Joel Isaacson & Co., LLC 345 345 0.00
2026-04-22 13F-HR FIX / Comfort Systems USA J. Team Financial, Inc. 241 190 -21.16
2026-04-22 13F-HR EME / EMCOR Group Pictet Asset Management Holding SA 50,451 55,448 9.90
2026-04-22 13F-HR FIX / Comfort Systems USA Mindset Wealth Management, Llc 500 500 0.00
2026-04-22 13F-HR EME / EMCOR Group Motco 1,024 760 -25.78
2026-04-22 13F-HR EME / EMCOR Group Fort Washington Investment Advisors Inc /oh/ 379 300 -20.84
2026-04-22 13F-HR EME / EMCOR Group Princeton Global Asset Management LLC 100 100 0.00
2026-04-22 13F-HR EME / EMCOR Group Formidable Asset Management, LLC 967 934 -3.41
2026-04-22 13F-HR EME / EMCOR Group Adams Diversified Equity Fund, Inc. 28,000 21,800 -22.14
2026-04-22 13F-HR EME / EMCOR Group Barnes Dennig Private Wealth Management LLC 43 45 4.65
2026-04-22 13F-HR FIX / Comfort Systems USA Stone House Investment Management, LLC 96 96 0.00
2026-04-22 13F-HR FIX / Comfort Systems USA Oak Harvest Investment Services 6,199 5,573 -10.10
2026-04-22 13F-HR EME / EMCOR Group Spirepoint Private Client, Llc 289
2026-04-22 13F-HR EME / EMCOR Group Sterling Capital Management LLC 1,825 1,085 -40.55
2026-04-22 13F-HR FIX / Comfort Systems USA Spirepoint Private Client, Llc 616 613 -0.49
2026-04-22 13F-HR FIX / Comfort Systems USA Spire Wealth Management 5,390 6,450 19.67
2026-04-22 13F-HR FIX / Comfort Systems USA Princeton Global Asset Management LLC 300 150 -50.00
2026-04-22 13F-HR EME / EMCOR Group Janney Montgomery Scott LLC 5,912 6,259 5.87
2026-04-22 13F-HR EME / EMCOR Group Apollon Wealth Management, LLC 2,121 2,625 23.76
2026-04-22 13F-HR EME / EMCOR Group Spire Wealth Management 4,928 5,439 10.37
2026-04-22 13F-HR IESC / IES Holdings Pictet Asset Management Holding SA 1,423 1,409 -0.98
2026-04-22 13F-HR IESC / IES Holdings Sterling Capital Management LLC 59 59 0.00
2026-04-22 13F-HR IESC / IES Holdings Spire Wealth Management 0 57
2026-04-22 13F-HR EME / EMCOR Group McLean Asset Management Corp 700 702 0.29
2026-04-22 13F-HR IESC / IES Holdings Richard Bernstein Advisors LLC 3,611
2026-04-22 13F-HR IESC / IES Holdings J. Team Financial, Inc. 448
2026-04-22 13F-HR EME / EMCOR Group Coston, McIsaac & Partners 12
2026-04-22 13F-HR FIX / Comfort Systems USA Silver Coast Investments LLC 248 248 0.00
2026-04-22 13F-HR IESC / IES Holdings Portus Wealth Advisors, LLC 2
2026-04-22 13F-HR FIX / Comfort Systems USA Apollon Wealth Management, LLC 1,689 2,101 24.39
2026-04-22 13F-HR FIX / Comfort Systems USA Union Bancaire Privee, UBP SA 3,010 3,583 19.04
2026-04-22 13F-HR FIX / Comfort Systems USA Pictet Asset Management Holding SA 24,708 29,139 17.93
2026-04-22 13F-HR FIX / Comfort Systems USA Portus Wealth Advisors, LLC 1
2026-04-22 13F-HR FIX / Comfort Systems USA Strategic Planning Group, Llc 18,626 14,321 -23.11
2026-04-22 13F-HR EME / EMCOR Group Patton Fund Management, Inc. 9,352 6,592 -29.51
2026-04-22 13F-HR EME / EMCOR Group KG&L Capital Management,LLC 600 0 -100.00
2026-04-22 13F-HR FIX / Comfort Systems USA Richard Bernstein Advisors LLC 0 2,845 -91.54
2026-04-22 13F-HR FIX / Comfort Systems USA Retirement Guys Formula Llc 222 0 -100.00
2026-04-22 13F-HR FIX / Comfort Systems USA Abundance Wealth Counselors 632
2026-04-22 13F-HR FIX / Comfort Systems USA Ifrah Financial Services, Inc. 1,265 1,226 -3.08
2026-04-22 13F-HR FIX / Comfort Systems USA Patton Fund Management, Inc. 250 3,410 1,264.00
2026-04-22 13F-HR FIX / Comfort Systems USA Sterling Capital Management LLC 2,045 1,525 -25.43
2026-04-22 13F-HR FIX / Comfort Systems USA Janney Montgomery Scott LLC 6,711 7,533 12.25
2026-04-22 13F-HR EME / EMCOR Group Retirement Guys Formula Llc 348 0 -100.00
2026-04-22 13F-HR PWR / Quanta Services Patton Fund Management, Inc. 491 491 0.00
2026-04-22 13F-HR PWR / Quanta Services Coston, McIsaac & Partners 103 103 0.00
2026-04-22 13F-HR PWR / Quanta Services Sterling Capital Management LLC 7,934 5,907 -25.55
2026-04-22 13F-HR PWR / Quanta Services Spire Wealth Management 21,921 24,457 11.57
2026-04-22 13F-HR PWR / Quanta Services Oak Harvest Investment Services 3,386 0 -100.00
2026-04-22 13F-HR PWR / Quanta Services Motco 187 172 -8.02
2026-04-22 13F-HR PWR / Quanta Services Onyx Bridge Wealth Group LLC 1,351 1,402 3.77
2026-04-22 13F-HR PWR / Quanta Services Clear Creek Financial Management, LLC 3,571 3,705 3.75
2026-04-22 13F-HR PWR / Quanta Services Portus Wealth Advisors, LLC 6
2026-04-22 13F-HR/A PWR / Quanta Services Hudson Valley Investment Advisors Inc /adv 11,426 8,886 -22.23
2026-04-22 13F-HR PWR / Quanta Services Stone House Investment Management, LLC 12 16 33.33
2026-04-22 13F-HR PWR / Quanta Services Union Bancaire Privee, UBP SA 103,976 116,819 12.35
2026-04-22 13F-HR PWR / Quanta Services Parcion Private Wealth LLC 829 835 0.72
2026-04-22 13F-HR PWR / Quanta Services Western Financial Corp/CA 3,060 2,712 -11.37