Wellington Management Group
POWL icon

Wellington Management Group’s Powell Industries POWL Stock Holding History

Wellington Management Group’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
2024
Q4 		– Sell
-405,939
Closed -$30M – 2019
2024
Q3 		$30M Buy
+405,939
New +$22.1M 0.01% 845
2023
Q3 		– Sell
-36,900
Closed -$745K – 1871
2023
Q2 		$745K Buy
+36,900
New +$639K ﹤0.01% 1640
2015
Q1 		– Sell
-323,100
Closed -$5.29M – 2221
2014
Q4 		$5.29M Hold
323,100
– – ﹤0.01% 1425
2014
Q3 		$4.4M Buy
+323,100
New +$6.02M ﹤0.01% 1473
2014
Q2 		– Sell
-15,000
Closed -$324K – 2211
2014
Q1 		$324K Buy
+15,000
New +$323K ﹤0.01% 2053

Other funds holding POWL

TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group's POWL Position: Q4 2024 in Review

Wellington Management Group sold out of Powell Industries (POWL) in Q4 2024, closing a stake of 405,939 shares — an estimated $30M sold.

Wellington Management Group first reported a position in POWL in Q1 2014 and held it in 5 quarters. The position peaked at $30M in Q3 2024. 351 funds tracked by Wall St. Rank hold POWL as of Q4 2024.

  • Wellington Management Group reported no remaining Powell Industries position as of Q4 2024 after selling out during the quarter.
  • Wellington Management Group sold 405,939 Powell Industries shares in Q4 2024, an estimated $30M.
  • Wellington Management Group first reported a position in Powell Industries in Q1 2014 and held it in 5 quarters.
  • Wellington Management Group's Powell Industries position peaked at $30M in Q3 2024.
  • 351 funds tracked by Wall St. Rank held Powell Industries as of Q4 2024.

Based on Wellington Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.