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First Dallas Securities’s Powell Industries POWL Stock Holding History

First Dallas Securities’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 		$1.7M Sell
9,453
-750
-7% -$123K 0.63% 38
2025
Q4 		$1.08M Sell
10,203
-522
-5% -$58.6K 0.4% 54
2025
Q3 		$1.09M Buy
10,725
+4,875
+83% +$413K 0.41% 56
2025
Q2 		$410K Buy
+5,850
New +$353K 0.16% 92

Other funds holding POWL

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return

First Dallas Securities's POWL Position: Q1 2026 in Review

First Dallas Securities reduced its Powell Industries (POWL) stake by 7.4% in Q1 2026, selling an estimated $123K and leaving 9,453 shares worth $1.7M. The position accounts for 0.63% of the portfolio, ranked #38.

First Dallas Securities first reported a position in POWL in Q2 2025 and has held it in 4 quarters since. 474 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

  • First Dallas Securities held 9,453 shares of Powell Industries worth $1.7M as of Q1 2026.
  • First Dallas Securities sold 750 Powell Industries shares in Q1 2026, an estimated $123K.
  • Powell Industries made up 0.63% of First Dallas Securities's portfolio in Q1 2026, its #38 holding.
  • First Dallas Securities first reported a position in Powell Industries in Q2 2025 and has held it in 4 quarters since.
  • 474 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

Based on First Dallas Securities's 13F filing for Q1 2026, filed 27 Apr 2026.