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Range Financial Group’s Powell Industries POWL Stock Holding History

Range Financial Group’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
-39,360
Closed -$2.91M – 200
2024
Q4 		$2.91M Buy
+39,360
New +$3.52M 1.34% 12
2024
Q3 		– Sell
-37,254
Closed -$1.78M – 158
2024
Q2 		$1.78M Sell
37,254
-5,052
-12% -$264K 0.91% 27
2024
Q1 		$2.01M Buy
42,306
+6,465
+18% +$277K 1.04% 20
2023
Q4 		$1.06M Sell
35,841
-150
-0.4% -$4.18K 0.63% 56
2023
Q3 		$995K Sell
35,991
-405
-1% -$10K 0.66% 58
2023
Q2 		$735K Buy
36,396
+1,161
+3% +$20.1K 0.47% 78
2023
Q1 		$500K Buy
+35,235
New +$488K 0.33% 110

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

Range Financial Group's POWL Position: Q1 2025 in Review

Range Financial Group sold out of Powell Industries (POWL) in Q1 2025, closing a stake of 39,360 shares — an estimated $2.91M sold.

Range Financial Group first reported a position in POWL in Q1 2023 and held it in 7 quarters. The position peaked at $2.91M in Q4 2024. 340 funds tracked by Wall St. Rank hold POWL as of Q1 2025.

  • Range Financial Group reported no remaining Powell Industries position as of Q1 2025 after selling out during the quarter.
  • Range Financial Group sold 39,360 Powell Industries shares in Q1 2025, an estimated $2.91M.
  • Range Financial Group first reported a position in Powell Industries in Q1 2023 and held it in 7 quarters.
  • Range Financial Group's Powell Industries position peaked at $2.91M in Q4 2024.
  • 340 funds tracked by Wall St. Rank held Powell Industries as of Q1 2025.

Based on Range Financial Group's 13F filing for Q1 2025, filed 14 Apr 2025.