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Cadent Capital Advisors’s Powell Industries POWL Stock Holding History

Cadent Capital 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
2026
Q3 		– Sell
-12,421
Closed -$3.56M – 208
2026
Q2 		$3.56M Buy
12,421
+733
+6% +$199K 0.73% 31
2026
Q1 		$2.11M Buy
+11,688
New +$1.91M 0.55% 43
2025
Q4 		– Sell
-20,283
Closed -$2.06M – 206
2025
Q3 		$2.06M Buy
+20,283
New +$1.72M 0.54% 47

Other funds holding POWL

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $304M AUM
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Cadent Capital Advisors's POWL Position: Q3 2026 in Review

Cadent Capital Advisors sold out of Powell Industries (POWL) in Q3 2026, closing a stake of 12,421 shares — an estimated $3.56M sold.

Cadent Capital Advisors first reported a position in POWL in Q3 2025 and held it in 3 quarters. The position peaked at $3.56M in Q2 2026. 30 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

  • Cadent Capital Advisors reported no remaining Powell Industries position as of Q3 2026 after selling out during the quarter.
  • Cadent Capital Advisors sold 12,421 Powell Industries shares in Q3 2026, an estimated $3.56M.
  • Cadent Capital Advisors first reported a position in Powell Industries in Q3 2025 and held it in 3 quarters.
  • Cadent Capital Advisors's Powell Industries position peaked at $3.56M in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.