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FCG Investment Company’s Powell Industries POWL Stock Holding History

FCG Investment Company’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 		$1.21M Buy
6,545
+1,634
+33% +$335K 0.4% 64
2026
Q2 		$1.41M Buy
+4,911
New +$1.33M 0.49% 60

Other funds holding POWL

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

FCG Investment Company's POWL Position: Q3 2026 in Review

FCG Investment Company increased its Powell Industries (POWL) stake by 33% in Q3 2026, buying an estimated $335K and bringing the position to 6,545 shares worth $1.21M. The position accounts for 0.4% of the portfolio, ranked #64.

FCG Investment Company first reported a position in POWL in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.41M in Q2 2026. 30 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

  • FCG Investment Company held 6,545 shares of Powell Industries worth $1.21M as of Q3 2026.
  • FCG Investment Company bought 1,634 Powell Industries shares in Q3 2026, an estimated $335K.
  • Powell Industries made up 0.4% of FCG Investment Company's portfolio in Q3 2026, its #64 holding.
  • FCG Investment Company first reported a position in Powell Industries in Q2 2026 and has held it in 2 quarters since.
  • FCG Investment Company's Powell Industries position peaked at $1.41M in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on FCG Investment Company's 13F filing for Q3 2026, filed 13 Oct 2026.