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NEOS Investment Management’s Powell Industries POWL Stock Holding History

NEOS 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 		– Sell
-229,014
Closed -$24.3M – 638
2025
Q4 		$24.3M Buy
229,014
+69,504
+44% +$7.8M 0.14% 124
2025
Q3 		$16.2M Buy
159,510
+117,714
+282% +$9.98M 0.12% 145
2025
Q2 		$2.93M Buy
41,796
+9,828
+31% +$593K 0.04% 314
2025
Q1 		$1.82M Buy
31,968
+25,488
+393% +$1.78M 0.03% 341
2024
Q4 		$479K Buy
+6,480
New +$579K 0.01% 511

Other funds holding POWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

NEOS Investment Management sold out of Powell Industries (POWL) in Q1 2026, closing a stake of 229,014 shares — an estimated $24.3M sold.

NEOS Investment Management first reported a position in POWL in Q4 2024 and held it in 5 quarters. The position peaked at $24.3M in Q4 2025. 477 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

  • NEOS Investment Management reported no remaining Powell Industries position as of Q1 2026 after selling out during the quarter.
  • NEOS Investment Management sold 229,014 Powell Industries shares in Q1 2026, an estimated $24.3M.
  • NEOS Investment Management first reported a position in Powell Industries in Q4 2024 and held it in 5 quarters.
  • NEOS Investment Management's Powell Industries position peaked at $24.3M in Q4 2025.
  • 477 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.