JCIA
POWL icon

Jackson Creek Investment Advisors’s Powell Industries POWL Stock Holding History

Jackson Creek Investment 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
-14,022
Closed -$1.04M – 358
2024
Q4 		$1.04M Sell
14,022
-9,435
-40% -$843K 0.31% 167
2024
Q3 		$1.74M Buy
23,457
+5,367
+30% +$292K 0.51% 49
2024
Q2 		$865K Sell
18,090
-36
-0.2% -$1.88K 0.32% 179
2024
Q1 		$860K Sell
18,126
-15,417
-46% -$660K 0.31% 191
2023
Q4 		$988K Buy
+33,543
New +$934K 0.38% 122

Other funds holding POWL

TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Jackson Creek Investment Advisors's POWL Position: Q1 2025 in Review

Jackson Creek Investment Advisors sold out of Powell Industries (POWL) in Q1 2025, closing a stake of 14,022 shares — an estimated $1.04M sold.

Jackson Creek Investment Advisors first reported a position in POWL in Q4 2023 and held it in 5 quarters. The position peaked at $1.74M in Q3 2024. 340 funds tracked by Wall St. Rank hold POWL as of Q1 2025.

  • Jackson Creek Investment Advisors reported no remaining Powell Industries position as of Q1 2025 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 14,022 Powell Industries shares in Q1 2025, an estimated $1.04M.
  • Jackson Creek Investment Advisors first reported a position in Powell Industries in Q4 2023 and held it in 5 quarters.
  • Jackson Creek Investment Advisors's Powell Industries position peaked at $1.74M in Q3 2024.
  • 340 funds tracked by Wall St. Rank held Powell Industries as of Q1 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2025, filed 5 May 2025.