Position in PWR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$10,276,410
+$2,771,307 QoQ
Shares Held
14,272
+4.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#445
of 1,914 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PWR Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Caldwell Trust Co holds $11,367,610 across 7 Engineering & Construction names. PWR ranks #1 (90.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
This page
|
14,272 | $10,276,410 | |
| 2 | J |
Jacobs Solutions Inc.
|
5,156 | $649,656 | |
| 3 | ROAD |
Construction Partners, Inc.
|
1,587 | $188,487 | |
| 4 | FIX |
Comfort Systems USA Inc
|
50 | $99,097 | |
| 5 | MTZ |
Mastec Inc
|
198 | $82,379 | |
| 6 | STRL |
Sterling Infrastructure, Inc.
|
75 | $62,952 | |
| 7 | ECG |
Everus Construction Group, Inc.
|
52 | $8,629 |
All Filings in PWR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,276,410 | 14,272 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $7,505,103 | 13,670 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,464,410 | 12,947 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,851,614 | 11,707 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,315,405 | 11,414 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $2,734,468 | 10,758 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $2,777,447 | 8,788 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $2,214,956 | 7,429 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $1,410,199 | 5,550 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $987,499 | 3,801 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $498,498 | 2,310 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $278,547 | 1,489 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $114,726 | 584 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $71,488 | 429 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $46,455 | 326 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $41,529 | 326 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $40,860 | 326 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $42,904 | 326 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $37,379 | 326 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $37,105 | 326 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $29,525 | 326 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $28,681 | 326 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $23,478 | 326 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $17,232 | 326 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $12,788 | 326 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $10,343 | 326 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||