TIM
POWL icon

Tortoise Investment Management’s Powell Industries POWL Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-9
Closed -$914 – 1128
2025
Q3 		$914 Buy
9
+6
+200% +$509 ﹤0.01% 1062
2025
Q2 		$210 Buy
+3
New +$181 ﹤0.01% 1206

Other funds holding POWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
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
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tortoise Investment Management's POWL Position: Q4 2025 in Review

Tortoise Investment Management sold out of Powell Industries (POWL) in Q4 2025, closing a stake of 9 shares — an estimated $914 sold.

Tortoise Investment Management first reported a position in POWL in Q2 2025 and held it in 2 quarters. The position peaked at $914 in Q3 2025. 422 funds tracked by Wall St. Rank hold POWL as of Q4 2025.

  • Tortoise Investment Management reported no remaining Powell Industries position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 9 Powell Industries shares in Q4 2025, an estimated $914.
  • Tortoise Investment Management first reported a position in Powell Industries in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Powell Industries position peaked at $914 in Q3 2025.
  • 422 funds tracked by Wall St. Rank held Powell Industries as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.