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 Q3	$601K	Buy	3,258 +26	+0.8%	+$5.34K	0.01%	764
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Evergreen Capital Management's POWL Position: Q3 2026 in Review

Evergreen Capital Management increased its Powell Industries (POWL) stake by 0.8% in Q3 2026, buying an estimated $5.34K and bringing the position to 3,258 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #764.

Evergreen Capital Management first reported a position in POWL in Q3 2024 and has held it in 9 quarters since. The position peaked at $926K in Q2 2026. 223 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

Evergreen Capital Management held 3,258 shares of Powell Industries worth $601K as of Q3 2026.
Evergreen Capital Management bought 26 Powell Industries shares in Q3 2026, an estimated $5.34K.
Powell Industries made up 0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #764 holding.
Evergreen Capital Management first reported a position in Powell Industries in Q3 2024 and has held it in 9 quarters since.
Evergreen Capital Management's Powell Industries position peaked at $926K in Q2 2026.
223 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.