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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Caldwell Trust's PWR Position: Q2 2026 in Review

Caldwell Trust increased its Quanta Services (PWR) stake by 4.4% in Q2 2026, buying an estimated $411K and bringing the position to 14,272 shares worth $10.3M. The position accounts for 0.83% of the portfolio, ranked #33.

Caldwell Trust first reported a position in PWR in Q4 2019 and has held it in 27 quarters since. 1,941 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Caldwell Trust held 14,272 shares of Quanta Services worth $10.3M as of Q2 2026.
  • Caldwell Trust bought 602 Quanta Services shares in Q2 2026, an estimated $411K.
  • Quanta Services made up 0.83% of Caldwell Trust's portfolio in Q2 2026, its #33 holding.
  • Caldwell Trust first reported a position in Quanta Services in Q4 2019 and has held it in 27 quarters since.
  • 1,941 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.