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Aquatic Capital Management’s Powell Industries POWL Stock Holding History

Aquatic Capital 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
2025
Q1 		– Sell
-4,863
Closed -$359K – 1562
2024
Q4 		$359K Buy
+4,863
New +$435K 0.01% 799
2024
Q3 		– Sell
-4,500
Closed -$215K – 1457
2024
Q2 		$215K Sell
4,500
-20,700
-82% -$1.08M 0.01% 735
2024
Q1 		$1.2M Buy
25,200
+21,000
+500% +$899K 0.04% 351
2023
Q4 		$124K Buy
4,200
+2,100
+100% +$58.5K ﹤0.01% 964
2023
Q3 		$58K Sell
2,100
-1,200
-36% -$29.8K ﹤0.01% 933
2023
Q2 		$67K Buy
3,300
+2,100
+175% +$36.4K ﹤0.01% 936
2023
Q1 		$17K Buy
+1,200
New +$16.6K ﹤0.01% 1067
2022
Q2 		– Sell
-1,500
Closed -$10K – 1497
2022
Q1 		$10K Buy
+1,500
New +$12.3K 0.01% 663

Other funds holding POWL

TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aquatic Capital Management's POWL Position: Q1 2025 in Review

Aquatic Capital Management sold out of Powell Industries (POWL) in Q1 2025, closing a stake of 4,863 shares — an estimated $359K sold.

Aquatic Capital Management first reported a position in POWL in Q1 2022 and held it in 8 quarters. The position peaked at $1.2M in Q1 2024. 340 funds tracked by Wall St. Rank hold POWL as of Q1 2025.

  • Aquatic Capital Management reported no remaining Powell Industries position as of Q1 2025 after selling out during the quarter.
  • Aquatic Capital Management sold 4,863 Powell Industries shares in Q1 2025, an estimated $359K.
  • Aquatic Capital Management first reported a position in Powell Industries in Q1 2022 and held it in 8 quarters.
  • Aquatic Capital Management's Powell Industries position peaked at $1.2M in Q1 2024.
  • 340 funds tracked by Wall St. Rank held Powell Industries as of Q1 2025.

Based on Aquatic Capital Management's 13F filing for Q1 2025, filed 15 May 2025.