Rockefeller Capital Management
POWL icon

Rockefeller Capital Management’s Powell Industries POWL Stock Holding History

Rockefeller Capital 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
Q2 		$85.2M Sell
297,517
-2,234
-0.7% -$606K 0.13% 149
2026
Q1 		$54.1M Sell
299,751
-42,066
-12% -$6.88M 0.1% 195
2025
Q4 		$36.3M Sell
341,817
-31,887
-9% -$3.58M 0.07% 290
2025
Q3 		$38M Sell
373,704
-894
-0.2% -$75.8K 0.07% 241
2025
Q2 		$26.3M Buy
374,598
+24,267
+7% +$1.46M 0.06% 312
2025
Q1 		$19.9M Buy
350,331
+121,251
+53% +$8.45M 0.05% 363
2024
Q4 		$16.9M Buy
229,080
+83,661
+58% +$7.48M 0.04% 388
2024
Q3 		$10.8M Buy
+145,419
New +$7.92M 0.03% 523
2023
Q1 		– Sell
-18
Closed – – 3395
2022
Q4 		$0 Hold
18
– – ﹤0.01% 4135
2022
Q3 		$0 Buy
18
+9
+100% +$72 ﹤0.01% 4279
2022
Q2 		$0 Hold
9
– – ﹤0.01% 4332
2022
Q1 		$0 Buy
+9
New +$74 ﹤0.01% 4028
2021
Q4 		– Sell
-825
Closed -$6K – 3949
2021
Q3 		$6K Sell
825
-9,684
-92% -$87.1K ﹤0.01% 3119
2021
Q2 		$108K Buy
10,509
+7,815
+290% +$89.9K ﹤0.01% 1772
2021
Q1 		$30K Buy
2,694
+1,473
+121% +$15.5K ﹤0.01% 2108
2020
Q4 		$12K Buy
+1,221
New +$10.9K ﹤0.01% 2183

Other funds holding POWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Rockefeller Capital Management's POWL Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Powell Industries (POWL) stake by 0.75% in Q2 2026, selling an estimated $606K and leaving 297,517 shares worth $85.2M. The position accounts for 0.13% of the portfolio, ranked #149.

Rockefeller Capital Management first reported a position in POWL in Q4 2020 and has held it in 16 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Rockefeller Capital Management held 297,517 shares of Powell Industries worth $85.2M as of Q2 2026.
  • Rockefeller Capital Management sold 2,234 Powell Industries shares in Q2 2026, an estimated $606K.
  • Powell Industries made up 0.13% of Rockefeller Capital Management's portfolio in Q2 2026, its #149 holding.
  • Rockefeller Capital Management first reported a position in Powell Industries in Q4 2020 and has held it in 16 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.