Scheeler Financial’s Powell Industries POWL Stock Holding History

Scheeler Financial’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 Q3	$443K	Buy	+2,403	New	+$493K	0.34%	37

Other funds holding POWL

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return

Rockline Wealth Management Plainview, New York $535M AUM 30.35% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Scheeler Financial's POWL Position: Q3 2026 in Review

Scheeler Financial opened a new position in Powell Industries (POWL) in Q3 2026: 2,403 shares worth $443K. The stake represents 0.34% of the portfolio and ranks #37 among its holdings.

142 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

Scheeler Financial held 2,403 shares of Powell Industries worth $443K as of Q3 2026.
Powell Industries was a new Scheeler Financial position in Q3 2026.
Powell Industries made up 0.34% of Scheeler Financial's portfolio in Q3 2026, its #37 holding.
142 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Scheeler Financial's 13F filing for Q3 2026, filed 13 Oct 2026.