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Illumine Investment Management’s Powell Industries POWL Stock Holding History

Illumine Investment 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
Q1 		$1.44M Sell
8,001
-11,787
-60% -$1.93M 1.11% 33
2025
Q4 		$2.1M Sell
19,788
-1,290
-6% -$145K 1.53% 21
2025
Q3 		$2.14M Sell
21,078
-321
-2% -$27.2K 1.53% 24
2025
Q2 		$1.5M Buy
21,399
+438
+2% +$26.4K 1.19% 31
2025
Q1 		$1.19M Sell
20,961
-243
-1% -$16.9K 0.97% 37
2024
Q4 		$1.57M Buy
+21,204
New +$1.9M 1.29% 33

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

Illumine Investment Management's POWL Position: Q1 2026 in Review

Illumine Investment Management reduced its Powell Industries (POWL) stake by 60% in Q1 2026, selling an estimated $1.93M and leaving 8,001 shares worth $1.44M. The position accounts for 1.11% of the portfolio, ranked #33.

Illumine Investment Management first reported a position in POWL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.14M in Q3 2025. 474 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

  • Illumine Investment Management held 8,001 shares of Powell Industries worth $1.44M as of Q1 2026.
  • Illumine Investment Management sold 11,787 Powell Industries shares in Q1 2026, an estimated $1.93M.
  • Powell Industries made up 1.11% of Illumine Investment Management's portfolio in Q1 2026, its #33 holding.
  • Illumine Investment Management first reported a position in Powell Industries in Q4 2024 and has held it in 6 quarters since.
  • Illumine Investment Management's Powell Industries position peaked at $2.14M in Q3 2025.
  • 474 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

Based on Illumine Investment Management's 13F filing for Q1 2026, filed 4 May 2026.