DFG
POWL icon

Demars Financial Group’s Powell Industries POWL Stock Holding History

Demars Financial Group’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 		$1.03M Sell
3,588
-531
-13% -$144K 0.28% 48
2026
Q1 		$743K Sell
4,119
-5,994
-59% -$980K 0.24% 53
2025
Q4 		$1.07M Sell
10,113
-462
-4% -$51.9K 0.36% 29
2025
Q3 		$1.07M Buy
10,575
+171
+2% +$14.5K 0.37% 26
2025
Q2 		$730K Buy
10,404
+4,335
+71% +$262K 0.28% 35
2025
Q1 		$345K Buy
+6,069
New +$423K 0.15% 61

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

Demars Financial Group's POWL Position: Q2 2026 in Review

Demars Financial Group reduced its Powell Industries (POWL) stake by 13% in Q2 2026, selling an estimated $144K and leaving 3,588 shares worth $1.03M. The position accounts for 0.28% of the portfolio, ranked #48.

Demars Financial Group first reported a position in POWL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.07M in Q4 2025. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Demars Financial Group held 3,588 shares of Powell Industries worth $1.03M as of Q2 2026.
  • Demars Financial Group sold 531 Powell Industries shares in Q2 2026, an estimated $144K.
  • Powell Industries made up 0.28% of Demars Financial Group's portfolio in Q2 2026, its #48 holding.
  • Demars Financial Group first reported a position in Powell Industries in Q1 2025 and has held it in 6 quarters since.
  • Demars Financial Group's Powell Industries position peaked at $1.07M in Q4 2025.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Demars Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.