XTX Topco’s Powell Industries POWL Stock Holding History

XTX Topco’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	$574K	Sell	3,180 -3,648	-53%	-$596K	0.01%	1912
2025 Q4	$726K	Buy	+6,828	New	+$767K	0.02%	1283
2025 Q1	–	Sell	-4,083	Closed	-$302K	–	2949
2024 Q4	$302K	Sell	4,083 -6,750	-62%	-$603K	0.03%	1213
2024 Q3	$802K	Buy	+10,833	New	+$590K	0.06%	530
2024 Q2	–	Sell	-14,913	Closed	-$707K	–	2350
2024 Q1	$707K	Buy	+14,913	New	+$638K	0.1%	291
2023 Q4	–	Sell	-21,156	Closed	-$585K	–	2009
2023 Q3	$585K	Sell	21,156 -2,025	-9%	-$50.2K	0.1%	313
2023 Q2	$468K	Buy	+23,181	New	+$401K	0.08%	409
2023 Q1	–	Sell	-24,909	Closed	-$292K	–	1578
2022 Q4	$292K	Buy	+24,909	New	+$228K	0.06%	603

Other funds holding POWL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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