Envestnet Asset Management
POWL icon

Envestnet Asset Management’s Powell Industries POWL Stock Holding History

Envestnet Asset Management’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 		$70.7M Sell
247,010
-17,671
-7% -$4.79M 0.02% 719
2026
Q1 		$47.7M Sell
264,681
-25,413
-9% -$4.15M 0.01% 827
2025
Q4 		$30.8M Buy
290,094
+1,149
+0.4% +$129K 0.01% 988
2025
Q3 		$29.4M Buy
288,945
+42,630
+17% +$3.61M 0.01% 1048
2025
Q2 		$17.3M Buy
246,315
+38,781
+19% +$2.34M 0.01% 1347
2025
Q1 		$11.8M Buy
207,534
+47,310
+30% +$3.3M ﹤0.01% 1556
2024
Q4 		$11.8M Buy
160,224
+7,146
+5% +$639K ﹤0.01% 1524
2024
Q3 		$11.3M Buy
153,078
+12,630
+9% +$688K ﹤0.01% 1548
2024
Q2 		$6.71M Buy
+140,448
New +$7.33M ﹤0.01% 1823
2021
Q2 		– Sell
-33,000
Closed -$373K – 3684
2021
Q1 		$373K Hold
33,000
– – ﹤0.01% 3016
2020
Q4 		$324K Hold
33,000
– – ﹤0.01% 2883
2020
Q3 		$265K Hold
33,000
– – ﹤0.01% 2790
2020
Q2 		$301K Sell
33,000
-5,733
-15% -$48.7K ﹤0.01% 2682
2020
Q1 		$331K Buy
38,733
+372
+1% +$4.45K ﹤0.01% 2507
2019
Q4 		$626K Hold
38,361
– – ﹤0.01% 2320
2019
Q3 		$501K Buy
38,361
+12,288
+47% +$153K ﹤0.01% 2372
2019
Q2 		$330K Hold
26,073
– – ﹤0.01% 2602
2019
Q1 		$231K Sell
26,073
-2,565
-9% -$25.2K ﹤0.01% 2769
2018
Q4 		$239K Buy
+28,638
New +$284K ﹤0.01% 2566

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

Envestnet Asset Management's POWL Position: Q2 2026 in Review

Envestnet Asset Management reduced its Powell Industries (POWL) stake by 6.7% in Q2 2026, selling an estimated $4.79M and leaving 247,010 shares worth $70.7M. The position accounts for 0.02% of the portfolio, ranked #719.

Envestnet Asset Management first reported a position in POWL in Q4 2018 and has held it in 19 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Envestnet Asset Management held 247,010 shares of Powell Industries worth $70.7M as of Q2 2026.
  • Envestnet Asset Management sold 17,671 Powell Industries shares in Q2 2026, an estimated $4.79M.
  • Powell Industries made up 0.02% of Envestnet Asset Management's portfolio in Q2 2026, its #719 holding.
  • Envestnet Asset Management first reported a position in Powell Industries in Q4 2018 and has held it in 19 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.