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AE Wealth Management’s Powell Industries POWL Stock Holding History

AE Wealth Management’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
Q2 		$1.05M Buy
3,675
+978
+36% +$265K ﹤0.01% 894
2026
Q1 		$486K Buy
+2,697
New +$441K ﹤0.01% 1129
2025
Q4 		– Sell
-2,097
Closed -$213K – 2534
2025
Q3 		$213K Buy
+2,097
New +$178K ﹤0.01% 1365

Other funds holding POWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AE Wealth Management's POWL Position: Q2 2026 in Review

AE Wealth Management increased its Powell Industries (POWL) stake by 36% in Q2 2026, buying an estimated $265K and bringing the position to 3,675 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #894.

AE Wealth Management first reported a position in POWL in Q3 2025 and has held it in 3 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • AE Wealth Management held 3,675 shares of Powell Industries worth $1.05M as of Q2 2026.
  • AE Wealth Management bought 978 Powell Industries shares in Q2 2026, an estimated $265K.
  • Powell Industries made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #894 holding.
  • AE Wealth Management first reported a position in Powell Industries in Q3 2025 and has held it in 3 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.