Envestnet Asset Management’s Powell Industries POWL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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