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Caldwell Trust’s Quanta Services PWR Stock Holding History

Caldwell Trust’s Portfolio PWR Stock Details PWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.51M Buy
13,670
+723
+6% +$372K 0.67% 40
2025
Q4 		$5.46M Buy
12,947
+1,240
+11% +$545K 0.49% 54
2025
Q3 		$4.85M Buy
11,707
+293
+3% +$114K 0.45% 53
2025
Q2 		$4.32M Buy
11,414
+656
+6% +$211K 0.43% 60
2025
Q1 		$2.73M Buy
10,758
+1,970
+22% +$569K 0.29% 78
2024
Q4 		$2.78M Buy
8,788
+1,359
+18% +$437K 0.29% 73
2024
Q3 		$2.21M Buy
7,429
+1,879
+34% +$497K 0.23% 92
2024
Q2 		$1.41M Buy
5,550
+1,749
+46% +$463K 0.16% 121
2024
Q1 		$988K Buy
3,801
+1,491
+65% +$330K 0.12% 152
2023
Q4 		$498K Buy
2,310
+821
+55% +$152K 0.06% 206
2023
Q3 		$279K Buy
1,489
+905
+155% +$181K 0.04% 250
2023
Q2 		$115K Buy
584
+155
+36% +$27.1K 0.02% 347
2023
Q1 		$71.5K Buy
429
+103
+32% +$15.8K 0.01% 388
2022
Q4 		$46.5K Hold
326
– – 0.01% 433
2022
Q3 		$41.5K Hold
326
– – 0.01% 455
2022
Q2 		$40.9K Hold
326
– – 0.01% 470
2022
Q1 		$42.9K Hold
326
– – 0.01% 483
2021
Q4 		$37.4K Hold
326
– – ﹤0.01% 501
2021
Q3 		$37.1K Hold
326
– – ﹤0.01% 489
2021
Q2 		$29.5K Hold
326
– – ﹤0.01% 519
2021
Q1 		$28.7K Hold
326
– – ﹤0.01% 509
2020
Q4 		$23.5K Hold
326
– – ﹤0.01% 518
2020
Q3 		$17.2K Hold
326
– – ﹤0.01% 546
2020
Q2 		$12.8K Hold
326
– – ﹤0.01% 605
2020
Q1 		$10.3K Hold
326
– – ﹤0.01% 628
2019
Q4 		$13.3K Buy
+326
New +$13.3K ﹤0.01% 646

Other funds holding PWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Caldwell Trust's PWR Position: Q1 2026 in Review

Caldwell Trust increased its Quanta Services (PWR) stake by 5.6% in Q1 2026, buying an estimated $372K and bringing the position to 13,670 shares worth $7.51M. The position accounts for 0.67% of the portfolio, ranked #40.

Caldwell Trust first reported a position in PWR in Q4 2019 and has held it in 26 quarters since. 1,734 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Caldwell Trust held 13,670 shares of Quanta Services worth $7.51M as of Q1 2026.
  • Caldwell Trust bought 723 Quanta Services shares in Q1 2026, an estimated $372K.
  • Quanta Services made up 0.67% of Caldwell Trust's portfolio in Q1 2026, its #40 holding.
  • Caldwell Trust first reported a position in Quanta Services in Q4 2019 and has held it in 26 quarters since.
  • 1,734 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.