EWA
POWL icon

EverSource Wealth Advisors’s Powell Industries POWL Stock Holding History

EverSource Wealth Advisors’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
Q1 		$50.3K Sell
279
-30
-10% -$4.9K ﹤0.01% 1876
2025
Q4 		$32.8K Buy
309
+36
+13% +$4.04K ﹤0.01% 2039
2025
Q3 		$27.7K Buy
273
+9
+3% +$763 ﹤0.01% 2115
2025
Q2 		$18.5K Buy
264
+225
+577% +$13.6K ﹤0.01% 2362
2025
Q1 		$2.21K Buy
39
+30
+333% +$2.09K ﹤0.01% 2876
2024
Q4 		$665 Buy
+9
New +$804 ﹤0.01% 3097
2023
Q1 		– Sell
-525
Closed -$6.16K – 2503
2022
Q4 		$6.16K Hold
525
– – ﹤0.01% 1525
2022
Q3 		$4K Hold
525
– – ﹤0.01% 1465
2022
Q2 		$4K Hold
525
– – ﹤0.01% 1340
2022
Q1 		$3K Sell
525
-129
-20% -$1.05K ﹤0.01% 1441
2021
Q4 		$7K Buy
+654
New +$5.87K ﹤0.01% 1131

Other funds holding POWL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return