Scheeler Financial LLC’s Powell Industries POWL Stock Holding History

Scheeler Financial LLC’s Portfolio POWL Stock Details POWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$443K	Buy	+2,403	New	+$493K	0.34%	37

Other funds holding POWL

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $304M AUM

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Scheeler Financial LLC's POWL Position: Q3 2026 in Review

Scheeler Financial LLC opened a new position in Powell Industries (POWL) in Q3 2026: 2,403 shares worth $443K. The stake represents 0.34% of the portfolio and ranks #37 among its holdings.

28 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

Scheeler Financial LLC held 2,403 shares of Powell Industries worth $443K as of Q3 2026.
Powell Industries was a new Scheeler Financial LLC position in Q3 2026.
Powell Industries made up 0.34% of Scheeler Financial LLC's portfolio in Q3 2026, its #37 holding.
28 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Scheeler Financial LLC's 13F filing for Q3 2026, filed 13 Oct 2026.