CX Institutional’s Powell Industries POWL Stock Holding History

CX Institutional’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	$739K	Buy	4,007 +2	+0%	+$411	0.02%	393
2026 Q2	$1.15M	Hold	4,005	–	–	0.03%	317
2026 Q1	$722K	Buy	4,005 +3	+0.1%	+$490	0.02%	394
2025 Q4	$425K	Buy	4,002 +3	+0.1%	+$337	0.01%	468
2025 Q3	$406K	Hold	3,999	–	–	0.01%	486
2025 Q2	$281K	Hold	3,999	–	–	0.01%	528
2025 Q1	$227K	Buy	+3,999	New	+$279K	0.01%	559

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 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

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CX Institutional's POWL Position: Q3 2026 in Review

CX Institutional increased its Powell Industries (POWL) stake by 0.05% in Q3 2026, buying an estimated $411 and bringing the position to 4,007 shares worth $739K. The position accounts for 0.02% of the portfolio, ranked #393.

CX Institutional first reported a position in POWL in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.15M in Q2 2026. 30 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

CX Institutional held 4,007 shares of Powell Industries worth $739K as of Q3 2026.
CX Institutional bought 2 Powell Industries shares in Q3 2026, an estimated $411.
Powell Industries made up 0.02% of CX Institutional's portfolio in Q3 2026, its #393 holding.
CX Institutional first reported a position in Powell Industries in Q1 2025 and has held it in 7 quarters since.
CX Institutional's Powell Industries position peaked at $1.15M in Q2 2026.
30 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.