Essential Partners’s Powell Industries POWL Stock Holding History

Essential Partners’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 Q3	$8.3K	Hold	45	–	–	﹤0.01%	1284
2026 Q2	$12.9K	Hold	45	–	–	0.01%	1094
2026 Q1	$8.12K	Buy	45 +3	+7%	+$490	﹤0.01%	1344
2025 Q4	$4.46K	Buy	42 +6	+17%	+$674	﹤0.01%	1475
2025 Q3	$3.66K	Buy	36 +3	+9%	+$254	﹤0.01%	1548
2025 Q2	$2.32K	Buy	+33	New	+$1.99K	﹤0.01%	1272

Other funds holding POWL

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

CAM

Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Essential Partners's POWL Position: Q3 2026 in Review

Essential Partners held its Powell Industries (POWL) position steady in Q3 2026 at 45 shares worth $8.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Essential Partners first reported a position in POWL in Q2 2025 and has held it in 6 quarters since. The position peaked at $12.9K in Q2 2026. 50 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

Essential Partners held 45 shares of Powell Industries worth $8.3K as of Q3 2026.
Essential Partners left its Powell Industries share count unchanged in Q3 2026.
Powell Industries made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1284 holding.
Essential Partners first reported a position in Powell Industries in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Powell Industries position peaked at $12.9K in Q2 2026.
50 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.