BRWA
POWL icon

B. Riley Wealth Advisors’s Powell Industries POWL Stock Holding History

B. Riley Wealth Advisors’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
Q2 		– Sell
-8,973
Closed -$509K – 1304
2025
Q1 		$509K Buy
8,973
+642
+8% +$44.7K 0.02% 755
2024
Q4 		$616K Sell
8,331
-10,005
-55% -$894K 0.02% 616
2024
Q3 		$1.36M Buy
+18,336
New +$998K 0.04% 415
2015
Q1 		– Sell
-9
Closed – – 1616
2014
Q4 		$0 Buy
+9
New +$134 ﹤0.01% 3730

Other funds holding POWL

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

B. Riley Wealth Advisors's POWL Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Powell Industries (POWL) in Q2 2025, closing a stake of 8,973 shares — an estimated $509K sold.

B. Riley Wealth Advisors first reported a position in POWL in Q4 2014 and held it in 4 quarters. The position peaked at $1.36M in Q3 2024. 374 funds tracked by Wall St. Rank hold POWL as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Powell Industries position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,973 Powell Industries shares in Q2 2025, an estimated $509K.
  • B. Riley Wealth Advisors first reported a position in Powell Industries in Q4 2014 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Powell Industries position peaked at $1.36M in Q3 2024.
  • 374 funds tracked by Wall St. Rank held Powell Industries as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.