State of Tennessee, Department of Treasury’s Powell Industries POWL Stock Holding History

State of Tennessee, Department of Treasury’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 Q1	$2.08M	Buy	11,505 +2,751	+31%	+$450K	0.01%	912
2025 Q4	$1.29M	Sell	8,754 -1,767	-17%	-$198K	﹤0.01%	1096
2025 Q3	$1.07M	Buy	10,521 +1,329	+14%	+$113K	﹤0.01%	1171
2025 Q2	$645K	Sell	9,192 -1,719	-16%	-$104K	﹤0.01%	1326
2025 Q1	$619K	Sell	10,911 -1,239	-10%	-$86.4K	﹤0.01%	1320
2024 Q4	$898K	Sell	12,150 -609	-5%	-$54.4K	﹤0.01%	1241
2024 Q3	$944K	Sell	12,759 -14,133	-53%	-$769K	﹤0.01%	1230
2024 Q2	$1.29M	Sell	26,892 -561	-2%	-$29.3K	﹤0.01%	1053
2024 Q1	$1.3M	Buy	27,453 +10,554	+62%	+$452K	﹤0.01%	1035
2023 Q4	$498K	Sell	16,899 -5,715	-25%	-$159K	﹤0.01%	1397
2023 Q3	$625K	Buy	22,614 +5,007	+28%	+$124K	﹤0.01%	1237
2023 Q2	$356K	Sell	17,607 -6,915	-28%	-$120K	﹤0.01%	1483
2023 Q1	$348K	Buy	24,522 +13,932	+132%	+$193K	﹤0.01%	1444
2022 Q4	$124K	Hold	10,590	–	–	﹤0.01%	1589
2022 Q3	$74K	Buy	10,590 +486	+5%	+$3.91K	﹤0.01%	1632
2022 Q2	$79K	Hold	10,104	–	–	﹤0.01%	1619
2022 Q1	$65K	Buy	10,104 +1,530	+18%	+$12.5K	﹤0.01%	1668
2021 Q4	$84K	Hold	8,574	–	–	﹤0.01%	1659
2021 Q3	$71K	Sell	8,574 -912	-10%	-$8.2K	﹤0.01%	1648
2021 Q2	$98K	Sell	9,486 -6,282	-40%	-$72.3K	﹤0.01%	1626
2021 Q1	$178K	Sell	15,768 -6,936	-31%	-$73K	﹤0.01%	1541
2020 Q4	$223K	Buy	22,704 +855	+4%	+$7.61K	﹤0.01%	1460
2020 Q3	$176K	Sell	21,849 -11,049	-34%	-$98K	﹤0.01%	1416
2020 Q2	$301K	Buy	32,898 +24,039	+271%	+$204K	﹤0.01%	1300
2020 Q1	$76K	Sell	8,859 -9,993	-53%	-$119K	﹤0.01%	1511
2019 Q4	$308K	Buy	18,852 +6,528	+53%	+$91.6K	﹤0.01%	1385
2019 Q3	$161K	Buy	12,324 +969	+9%	+$12.1K	﹤0.01%	1496
2019 Q2	$144K	Hold	11,355	–	–	﹤0.01%	1464
2019 Q1	$100K	Sell	11,355 -1,173	-9%	-$11.5K	﹤0.01%	1543
2018 Q4	$104K	Sell	12,528 -2,775	-18%	-$27.5K	﹤0.01%	1513
2018 Q3	$185K	Sell	15,303 -4,020	-21%	-$49.9K	﹤0.01%	1479
2018 Q2	$224K	Sell	19,323 -675	-3%	-$7.43K	﹤0.01%	1453
2018 Q1	$179K	Sell	19,998 -2,100	-10%	-$20.5K	﹤0.01%	1450
2017 Q4	$211K	Sell	22,098 -2,409	-10%	-$23K	﹤0.01%	1474
2017 Q3	$245K	Sell	24,507 -1,548	-6%	-$15.7K	﹤0.01%	1427
2017 Q2	$278K	Hold	26,055	–	–	﹤0.01%	1439
2017 Q1	$299K	Buy	26,055 +3,933	+18%	+$46.8K	﹤0.01%	1441
2016 Q4	$288K	Hold	22,122	–	–	﹤0.01%	1451
2016 Q3	$295K	Hold	22,122	–	–	﹤0.01%	1371
2016 Q2	$290K	Hold	22,122	–	–	﹤0.01%	1348
2016 Q1	$220K	Buy	22,122 +522	+2%	+$4.61K	﹤0.01%	1360
2015 Q4	$187K	Buy	+21,600	New	+$224K	﹤0.01%	1384
2015 Q3	–	Sell	-21,600	Closed	-$253K	–	1132
2015 Q2	$253K	Hold	21,600	–	–	﹤0.01%	1369
2015 Q1	$243K	Hold	21,600	–	–	﹤0.01%	1403
2014 Q4	$353K	Hold	21,600	–	–	﹤0.01%	1323
2014 Q3	$294K	Sell	21,600 -3,300	-13%	-$61.5K	﹤0.01%	1236
2014 Q2	$543K	Hold	24,900	–	–	﹤0.01%	1156
2014 Q1	$538K	Sell	24,900 -3,900	-14%	-$84.1K	﹤0.01%	1219
2013 Q4	$643K	Hold	28,800	–	–	﹤0.01%	1258
2013 Q3	$588K	Buy	+28,800	New	+$520K	﹤0.01%	1269

Other funds holding POWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State of Tennessee, Department of Treasury's POWL Position: Q1 2026 in Review

State of Tennessee, Department of Treasury increased its Powell Industries (POWL) stake by 31% in Q1 2026, buying an estimated $450K and bringing the position to 11,505 shares worth $2.08M. The position accounts for 0.01% of the portfolio, ranked #912.

State of Tennessee, Department of Treasury first reported a position in POWL in Q3 2013 and has held it in 50 quarters since. 475 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

State of Tennessee, Department of Treasury held 11,505 shares of Powell Industries worth $2.08M as of Q1 2026.
State of Tennessee, Department of Treasury bought 2,751 Powell Industries shares in Q1 2026, an estimated $450K.
Powell Industries made up 0.01% of State of Tennessee, Department of Treasury's portfolio in Q1 2026, its #912 holding.
State of Tennessee, Department of Treasury first reported a position in Powell Industries in Q3 2013 and has held it in 50 quarters since.
475 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

Based on State of Tennessee, Department of Treasury's 13F filing for Q1 2026, filed 15 May 2026.