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 – 2823
2025
Q3 		$6.61M Sell
65,022
-9,513
-13% -$807K 0.07% 1073
2025
Q2 		$5.23M Sell
74,535
-89,679
-55% -$5.41M 0.06% 1113
2025
Q1 		$9.32M Buy
164,214
+131,580
+403% +$9.17M 0.12% 707
2024
Q4 		$2.41M Sell
32,634
-54,270
-62% -$4.85M 0.02% 1408
2024
Q3 		$6.43M Buy
+86,904
New +$4.73M 0.07% 913
2020
Q2 		– Sell
-33,144
Closed -$284K – 1557
2020
Q1 		$284K Buy
+33,144
New +$396K 0.01% 1250

Other funds holding POWL

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $140B AUM 27.84% 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
VC
Voss Capital Houston, Texas $1.75B AUM 1.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return