Engine No 1 LLC’s Powell Industries POWL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25M Buy
119,000
+47,000
+65% +$9.89M 45.41% 1
2025
Q1
$12.3M Buy
72,000
+22,700
+46% +$3.87M 15.65% 2
2024
Q4
$10.9M Sell
49,300
-10,200
-17% -$2.26M 29.08% 1
2024
Q3
$13.2M Sell
59,500
-1,874
-3% -$416K 26.15% 2
2024
Q2
$8.8M Buy
61,374
+29,300
+91% +$4.2M 9.23% 5
2024
Q1
$4.56M Buy
+32,074
New +$4.56M 5.4% 10