Private Trust Company
POWR icon

Private Trust Company’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Private Trust Company’s Portfolio POWR Stock Details POWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$23.2K Hold
960
– – ﹤0.01% 1721
2026
Q2 		$26.8K Hold
960
– – ﹤0.01% 1652
2026
Q1 		$25.2K Buy
+960
New +$24.4K ﹤0.01% 1593

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Morgan Stanley
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Raymond James Financial
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Palladiem
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Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Cetera Investment Advisers
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Jones Financial Companies
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Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

Private Trust Company's POWR Position: Q3 2026 in Review

Private Trust Company held its iShares U.S. Power Infrastructure ETF (POWR) position steady in Q3 2026 at 960 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

Private Trust Company first reported a position in POWR in Q1 2026 and has held it in 3 quarters since. The position peaked at $26.8K in Q2 2026. 82 funds tracked by Wall St. Rank hold POWR as of Q3 2026.

  • Private Trust Company held 960 shares of iShares U.S. Power Infrastructure ETF worth $23.2K as of Q3 2026.
  • Private Trust Company left its iShares U.S. Power Infrastructure ETF share count unchanged in Q3 2026.
  • iShares U.S. Power Infrastructure ETF made up ﹤0.01% of Private Trust Company's portfolio in Q3 2026, its #1721 holding.
  • Private Trust Company first reported a position in iShares U.S. Power Infrastructure ETF in Q1 2026 and has held it in 3 quarters since.
  • Private Trust Company's iShares U.S. Power Infrastructure ETF position peaked at $26.8K in Q2 2026.
  • 82 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q3 2026.

Based on Private Trust Company's 13F filing for Q3 2026, filed 20 Oct 2026.