CAPTRUST Financial Advisors
POWL icon

CAPTRUST Financial Advisors’s Powell Industries POWL Stock Holding History

CAPTRUST Financial 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
Q1 		$578K Sell
3,207
-294
-8% -$48K ﹤0.01% 1938
2025
Q4 		$372K Sell
3,501
-87
-2% -$9.77K ﹤0.01% 2083
2025
Q3 		$365K Buy
3,588
+561
+19% +$47.6K ﹤0.01% 2032
2025
Q2 		$212K Buy
+3,027
New +$183K ﹤0.01% 2265
2022
Q3 		– Sell
-1,818
Closed -$14K – 3510
2022
Q2 		$14K Buy
1,818
+348
+24% +$2.72K ﹤0.01% 3574
2022
Q1 		$10K Buy
1,470
+153
+12% +$1.25K ﹤0.01% 3810
2021
Q4 		$13K Buy
1,317
+222
+20% +$1.99K ﹤0.01% 3568
2021
Q3 		$9K Buy
1,095
+375
+52% +$3.37K ﹤0.01% 3683
2021
Q2 		$7K Hold
720
– – ﹤0.01% 3715
2021
Q1 		$8K Buy
720
+705
+4,700% +$7.42K ﹤0.01% 3551
2020
Q4 		$0 Hold
15
– – ﹤0.01% 3483
2020
Q3 		$0 Buy
+15
New +$133 ﹤0.01% 3185

Other funds holding POWL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $1.02T AUM 30.18% 1-Year Est. Return