Quanta Services, Inc.
MX ˙ BMV ˙ US74762E1029
SecurityMX:PWR / Quanta Services, Inc.
InstitutionCaldwell Trust Co
Latest Disclosed Ownership13,670 shares
Latest Disclosed Value $ 7,505,103
Caldwell Trust Co reports 5.58% increase in ownership of PWR / Quanta Services, Inc.

On April 22, 2026 - Caldwell Trust Co filed a 13F-HR form disclosing ownership of 13,670 shares of Quanta Services, Inc. (MX:PWR) valued at $7,505,103 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 12,947 shares of Quanta Services, Inc.. This represents a change in shares of 5.58% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-22 2026-03-31 13F QUANTA SVCS COM 74762E102 13,670 723 5.58 7,505 37.35 0.6705
2026-01-30 2025-12-31 13F QUANTA SVCS COM 74762E102 12,947 1,240 10.59 5,464 12.64 0.4857
2025-10-23 2025-09-30 13F QUANTA SVCS COM 74762E102 11,707 293 2.57 4,852 12.42 0.4535
2025-09-22 2025-06-30 13F QUANTA SVCS COM 74762E102 11,414 656 6.10 4,315 57.83 0.4315
2025-09-23 2025-03-31 13F QUANTA SVCS COM 74762E102 10,758 1,970 22.42 2,734 -1.55 0.2934
2025-09-24 2024-12-31 13F QUANTA SVCS COM 74762E102 8,788 1,359 18.29 2,777 25.43 0.2901
2025-09-24 2024-09-30 13F QUANTA SVCS COM 74762E102 7,429 1,879 33.86 2,215 57.02 0.2326
2025-09-24 2024-06-30 13F QUANTA SVCS COM 74762E102 5,550 1,749 46.01 1,410 42.86 0.1561
2025-09-24 2024-03-31 13F QUANTA SVCS COM 74762E102 3,801 1,491 64.55 988 98.19 0.1150
2025-10-01 2023-12-31 13F QUANTA SVCS COM 74762E102 2,310 821 55.14 498 79.14 0.0629
2025-10-01 2023-09-30 13F QUANTA SVCS COM 74762E102 1,489 905 154.97 279 143.86 0.0380
2025-10-01 2023-06-30 13F QUANTA SVCS COM 74762E102 584 155 36.13 115 60.56 0.0150
2025-10-01 2023-03-31 13F QUANTA SVCS COM 74762E102 429 103 31.60 71 54.35 0.0099
2025-10-01 2022-12-31 13F QUANTA SVCS COM 74762E102 326 0 0.00 46 12.20 0.0066
2025-10-01 2022-09-30 13F QUANTA SVCS COM 74762E102 326 0 0.00 42 2.50 0.0062
2025-10-02 2022-06-30 13F QUANTA SVCS COM 74762E102 326 0 0.00 41 -4.76 0.0056
2025-10-02 2022-03-31 13F QUANTA SVCS COM 74762E102 326 0 0.00 43 13.51 0.0051
2025-10-02 2021-12-31 13F QUANTA SVCS COM 74762E102 326 0 0.00 37 0.00 0.0043
2025-10-02 2021-09-30 13F QUANTA SVCS COM 74762E102 326 0 0.00 37 27.59 0.0047
2025-10-02 2021-06-30 13F QUANTA SVCS COM 74762E102 326 0 0.00 30 3.57 0.0039
2025-10-02 2021-03-31 13F QUANTA SVCS COM 74762E102 326 0 0.00 29 21.74 0.0040
2025-10-02 2020-12-31 13F QUANTA SVCS COM 74762E102 326 0 0.00 23 35.29 0.0036
2025-10-02 2020-09-30 13F QUANTA SVCS COM 74762E102 326 0 0.00 17 41.67 0.0028
2025-10-02 2020-06-30 13F QUANTA SVCS COM 74762E102 326 0 0.00 13 20.00 0.0021
2025-10-02 2020-03-31 13F QUANTA SVCS COM 74762E102 326 0 0.00 10 -23.08 0.0020
2025-10-06 2019-12-31 13F QUANTA SVCS COM 74762E102 326 326 13 0.0020
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.