Caldwell Trust
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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
Q3 		$10M Buy
15,504
+1,232
+9% +$795K 0.79% 36
2026
Q2 		$10.3M Buy
14,272
+602
+4% +$411K 0.83% 33
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Caldwell Trust's PWR Position: Q3 2026 in Review

Caldwell Trust increased its Quanta Services (PWR) stake by 8.6% in Q3 2026, buying an estimated $795K and bringing the position to 15,504 shares worth $10M. The position accounts for 0.79% of the portfolio, ranked #36.

Caldwell Trust first reported a position in PWR in Q4 2019 and has held it in 28 quarters since. The position peaked at $10.3M in Q2 2026. 1,114 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

  • Caldwell Trust held 15,504 shares of Quanta Services worth $10M as of Q3 2026.
  • Caldwell Trust bought 1,232 Quanta Services shares in Q3 2026, an estimated $795K.
  • Quanta Services made up 0.79% of Caldwell Trust's portfolio in Q3 2026, its #36 holding.
  • Caldwell Trust first reported a position in Quanta Services in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's Quanta Services position peaked at $10.3M in Q2 2026.
  • 1,114 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.