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Sowell Financial Services’s Itron ITRI Stock Holding History

Sowell Financial Services’s Portfolio ITRI Stock Details ITRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$207K Sell
2,387
-439
-16% -$37.5K 0.01% 1072
2026
Q1 		$253K Sell
2,826
-301
-10% -$28.9K 0.01% 905
2025
Q4 		$290K Sell
3,127
-121
-4% -$13.2K 0.01% 848
2025
Q3 		$405K Buy
3,248
+432
+15% +$54.9K 0.02% 704
2025
Q2 		$371K Buy
2,816
+281
+11% +$31.8K 0.02% 704
2025
Q1 		$266K Buy
+2,535
New +$265K 0.01% 815
2021
Q2 		– Sell
-382
Closed -$32K – 1615
2021
Q1 		$32K Buy
382
+64
+20% +$6.33K ﹤0.01% 1843
2020
Q4 		$30K Buy
318
+162
+104% +$12.5K ﹤0.01% 1580
2020
Q3 		$9K Buy
+156
New +$9.92K ﹤0.01% 1834

Other funds holding ITRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Sowell Financial Services's ITRI Position: Q2 2026 in Review

Sowell Financial Services reduced its Itron (ITRI) stake by 16% in Q2 2026, selling an estimated $37.5K and leaving 2,387 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #1072.

Sowell Financial Services first reported a position in ITRI in Q3 2020 and has held it in 9 quarters since. The position peaked at $405K in Q3 2025. 413 funds tracked by Wall St. Rank hold ITRI as of Q2 2026.

  • Sowell Financial Services held 2,387 shares of Itron worth $207K as of Q2 2026.
  • Sowell Financial Services sold 439 Itron shares in Q2 2026, an estimated $37.5K.
  • Itron made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1072 holding.
  • Sowell Financial Services first reported a position in Itron in Q3 2020 and has held it in 9 quarters since.
  • Sowell Financial Services's Itron position peaked at $405K in Q3 2025.
  • 413 funds tracked by Wall St. Rank held Itron as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.