HCA
POWL icon

Heck Capital Advisors’s Powell Industries POWL Stock Holding History

Heck Capital 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
2025
Q1 		– Sell
-5,370
Closed -$397K – 646
2024
Q4 		$397K Buy
+5,370
New +$480K 0.02% 208

Other funds holding POWL

TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Heck Capital Advisors's POWL Position: Q1 2025 in Review

Heck Capital Advisors sold out of Powell Industries (POWL) in Q1 2025, closing a stake of 5,370 shares — an estimated $397K sold.

Heck Capital Advisors first reported a position in POWL in Q4 2024 and held it in 1 quarter. The position peaked at $397K in Q4 2024. 341 funds tracked by Wall St. Rank hold POWL as of Q1 2025.

  • Heck Capital Advisors reported no remaining Powell Industries position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 5,370 Powell Industries shares in Q1 2025, an estimated $397K.
  • Heck Capital Advisors first reported a position in Powell Industries in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Powell Industries position peaked at $397K in Q4 2024.
  • 341 funds tracked by Wall St. Rank held Powell Industries as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.