CIC
POWL icon

Carnegie Investment Counsel’s Powell Industries POWL Stock Holding History

Carnegie Investment Counsel’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
Q2 		$14.8M Sell
51,852
-57,276
-52% -$15.5M 0.3% 92
2026
Q1 		$19.7M Sell
109,128
-13,518
-11% -$2.21M 0.38% 74
2025
Q4 		$13M Buy
122,646
+402
+0.3% +$45.1K 0.24% 109
2025
Q3 		$12.4M Buy
122,244
+42,600
+53% +$3.61M 0.23% 120
2025
Q2 		$5.59M Buy
79,644
+29,745
+60% +$1.79M 0.11% 164
2025
Q1 		$2.81M Buy
49,899
+7,824
+19% +$545K 0.07% 198
2024
Q4 		$3.11M Buy
42,075
+978
+2% +$87.4K 0.09% 171
2024
Q3 		$3.04M Buy
41,097
+2,310
+6% +$126K 0.09% 171
2024
Q2 		$1.85M Buy
38,787
+6,741
+21% +$352K 0.06% 215
2024
Q1 		$1.52M Buy
32,046
+3,306
+12% +$141K 0.05% 243
2023
Q4 		$847K Buy
+28,740
New +$801K 0.03% 300

Other funds holding POWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carnegie Investment Counsel's POWL Position: Q2 2026 in Review

Carnegie Investment Counsel reduced its Powell Industries (POWL) stake by 52% in Q2 2026, selling an estimated $15.5M and leaving 51,852 shares worth $14.8M. The position accounts for 0.3% of the portfolio, ranked #92.

Carnegie Investment Counsel first reported a position in POWL in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.7M in Q1 2026. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Carnegie Investment Counsel held 51,852 shares of Powell Industries worth $14.8M as of Q2 2026.
  • Carnegie Investment Counsel sold 57,276 Powell Industries shares in Q2 2026, an estimated $15.5M.
  • Powell Industries made up 0.3% of Carnegie Investment Counsel's portfolio in Q2 2026, its #92 holding.
  • Carnegie Investment Counsel first reported a position in Powell Industries in Q4 2023 and has held it in 11 quarters since.
  • Carnegie Investment Counsel's Powell Industries position peaked at $19.7M in Q1 2026.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.