Position in POWL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$370,263
+$332,929 QoQ
Shares Held
1,293
+524.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#387
of 582 holders
Holding Since
Mar 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in POWL Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026IFP Advisors, Inc holds $19,948,107 across 26 Electrical Equipment & Parts names. POWL ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
44,957 | $15,052,502 | |
| 2 | BE |
Bloom Energy Corp
|
7,315 | $2,214,250 | |
| 3 | NVT |
nVent Electric plc
|
4,905 | $831,937 | |
| 4 | HUBB |
Hubbell Inc
|
1,181 | $617,899 | |
| 5 | POWL |
Powell Industries Inc
This page
|
1,293 | $370,263 | |
| 6 | AYI |
Acuity Inc. (De)
|
707 | $266,298 | |
| 7 | KE |
Kimball Electronics, Inc.
|
8,422 | $215,603 | |
| 8 | PLUG |
Plug Power Inc
|
30,105 | $81,584 |
All Filings in POWL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,263 | 1,293 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $37,334 | 69 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $637 | 2 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $609 | 2 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,683 | 0 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $221 | 1 | Shares | Sole | 2025-02-04 | |
| 2024-03-31 | $1,138 | 8 | Shares | Sole | 2024-07-30 | |
| 2022-09-30 | $66,507 | 3,155 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $73,732 | 3,155 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $61,269 | 3,155 | Shares | Sole | 2022-09-06 | |
| No filing history on record for this holder in this stock. | ||||||