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Evergreen Capital Management’s Powell Industries POWL Stock Holding History

Evergreen Capital 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 		$926K Buy
3,232
+4
+0.1% +$1.08K 0.02% 577
2026
Q1 		$582K Buy
3,228
+12
+0.4% +$1.96K 0.01% 702
2025
Q4 		$342K Buy
3,216
+6
+0.2% +$674 0.01% 961
2025
Q3 		$326K Sell
3,210
-48
-1% -$4.07K 0.01% 907
2025
Q2 		$229K Sell
3,258
-612
-16% -$36.9K 0.01% 956
2025
Q1 		$220K Buy
3,870
+936
+32% +$65.2K 0.01% 937
2024
Q4 		$217K Buy
2,934
+84
+3% +$7.51K 0.01% 936
2024
Q3 		$211K Buy
+2,850
New +$155K 0.01% 912

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

Evergreen Capital Management's POWL Position: Q2 2026 in Review

Evergreen Capital Management increased its Powell Industries (POWL) stake by 0.12% in Q2 2026, buying an estimated $1.08K and bringing the position to 3,232 shares worth $926K. The position accounts for 0.02% of the portfolio, ranked #577.

Evergreen Capital Management first reported a position in POWL in Q3 2024 and has held it in 8 quarters since. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Evergreen Capital Management held 3,232 shares of Powell Industries worth $926K as of Q2 2026.
  • Evergreen Capital Management bought 4 Powell Industries shares in Q2 2026, an estimated $1.08K.
  • Powell Industries made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #577 holding.
  • Evergreen Capital Management first reported a position in Powell Industries in Q3 2024 and has held it in 8 quarters since.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.