Capital Fund Management (CFM)
POWL icon

Capital Fund Management (CFM)’s Powell Industries POWL Stock Holding History

Capital Fund Management (CFM)’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
Q4 		– Sell
-65,022
Closed -$6.61M – 2589
2025
Q3 		$6.61M Sell
65,022
-9,513
-13% -$807K 0.02% 1073
2025
Q2 		$5.23M Sell
74,535
-89,679
-55% -$5.41M 0.01% 1113
2025
Q1 		$9.32M Buy
164,214
+131,580
+403% +$9.17M 0.03% 707
2024
Q4 		$2.41M Sell
32,634
-54,270
-62% -$4.85M 0.01% 1408
2024
Q3 		$6.43M Buy
+86,904
New +$4.73M 0.02% 913
2020
Q2 		– Sell
-33,144
Closed -$284K – 1449
2020
Q1 		$284K Buy
+33,144
New +$396K ﹤0.01% 1250

Other funds holding POWL

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
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
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Fund Management (CFM)'s POWL Position: Q4 2025 in Review

Capital Fund Management (CFM) sold out of Powell Industries (POWL) in Q4 2025, closing a stake of 65,022 shares — an estimated $6.61M sold.

Capital Fund Management (CFM) first reported a position in POWL in Q1 2020 and held it in 6 quarters. The position peaked at $9.32M in Q1 2025. 422 funds tracked by Wall St. Rank hold POWL as of Q4 2025.

  • Capital Fund Management (CFM) reported no remaining Powell Industries position as of Q4 2025 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 65,022 Powell Industries shares in Q4 2025, an estimated $6.61M.
  • Capital Fund Management (CFM) first reported a position in Powell Industries in Q1 2020 and held it in 6 quarters.
  • Capital Fund Management (CFM)'s Powell Industries position peaked at $9.32M in Q1 2025.
  • 422 funds tracked by Wall St. Rank held Powell Industries as of Q4 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2025, filed 17 Feb 2026.