Beacon Capital Management LLC (Tennessee)’s Powell Industries POWL Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-24	Closed	-$1.69K	–	782
2025 Q2	$1.69K	Hold	24	–	–	﹤0.01%	927
2025 Q1	$1.37K	Hold	24	–	–	﹤0.01%	1001
2024 Q4	$1.77K	Hold	24	–	–	﹤0.01%	914
2024 Q3	$1.78K	Sell	24 -123	-84%	-$6.7K	﹤0.01%	1024
2024 Q2	$7.03K	Buy	147 +24	+20%	+$1.25K	﹤0.01%	638
2024 Q1	$5.83K	Buy	+123	New	+$5.26K	﹤0.01%	673

Other funds holding POWL

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s POWL Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Powell Industries (POWL) in Q3 2025, closing a stake of 24 shares — an estimated $1.69K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in POWL in Q1 2024 and held it in 6 quarters. The position peaked at $7.03K in Q2 2024. 412 funds tracked by Wall St. Rank hold POWL as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Powell Industries position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 24 Powell Industries shares in Q3 2025, an estimated $1.69K.
Beacon Capital Management LLC (Tennessee) first reported a position in Powell Industries in Q1 2024 and held it in 6 quarters.
Beacon Capital Management LLC (Tennessee)'s Powell Industries position peaked at $7.03K in Q2 2024.
412 funds tracked by Wall St. Rank held Powell Industries as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.