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Dana Investment Advisors’s Powell Industries POWL Stock Holding History

Dana Investment 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 		$2.26M Sell
12,753
-6,444
-34% -$1.05M 0.07% 286
2025
Q4 		$2.04M Sell
19,197
-5,055
-21% -$568K 0.06% 292
2025
Q3 		$2.46M Buy
24,252
+393
+2% +$33.3K 0.07% 263
2025
Q2 		$1.67M Sell
23,859
-1,398
-6% -$84.3K 0.06% 315
2025
Q1 		$1.43M Buy
25,257
+1,371
+6% +$95.6K 0.05% 326
2024
Q4 		$1.76M Sell
23,886
-9,147
-28% -$818K 0.06% 311
2024
Q3 		$2.44M Buy
33,033
+2,481
+8% +$135K 0.08% 262
2024
Q2 		$1.46M Buy
+30,552
New +$1.59M 0.05% 334

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 $653B AUM 32.41% 1-Year Est. Return