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Plato Investment Management’s Powell Industries POWL Stock Holding History

Plato 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
2025
Q1 		– Sell
-1,716
Closed -$127K – 589
2024
Q4 		$127K Buy
1,716
+1,074
+167% +$96K 0.01% 444
2024
Q3 		$47.5K Hold
642
– – ﹤0.01% 456
2024
Q2 		$30.7K Sell
642
-420
-40% -$21.9K ﹤0.01% 414
2024
Q1 		$50.4K Buy
+1,062
New +$45.4K 0.01% 377

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

Plato Investment Management's POWL Position: Q1 2025 in Review

Plato Investment Management sold out of Powell Industries (POWL) in Q1 2025, closing a stake of 1,716 shares — an estimated $127K sold.

Plato Investment Management first reported a position in POWL in Q1 2024 and held it in 4 quarters. The position peaked at $127K in Q4 2024. 340 funds tracked by Wall St. Rank hold POWL as of Q1 2025.

  • Plato Investment Management reported no remaining Powell Industries position as of Q1 2025 after selling out during the quarter.
  • Plato Investment Management sold 1,716 Powell Industries shares in Q1 2025, an estimated $127K.
  • Plato Investment Management first reported a position in Powell Industries in Q1 2024 and held it in 4 quarters.
  • Plato Investment Management's Powell Industries position peaked at $127K in Q4 2024.
  • 340 funds tracked by Wall St. Rank held Powell Industries as of Q1 2025.

Based on Plato Investment Management's 13F filing for Q1 2025, filed 20 May 2025.