Position in POWL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$345,636
-$19,593 QoQ
Shares Held
1,207
-40.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#397
of 578 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in POWL Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $11,315,672 across 8 Electrical Equipment & Parts names. POWL ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
9,784 | $3,275,878 | |
| 2 | NVT |
nVent Electric plc
|
15,209 | $2,579,598 | |
| 3 | HUBB |
Hubbell Inc
|
4,667 | $2,441,774 | |
| 4 | AEIS |
Advanced Energy Industries Inc
|
2,569 | $957,903 | |
| 5 | ENS |
EnerSys
|
3,100 | $724,842 | |
| 6 | BE |
Bloom Energy Corp
|
1,668 | $504,903 | |
| 7 | AYI |
Acuity Inc. (De)
|
1,288 | $485,138 | |
| 8 | POWL |
Powell Industries Inc
This page
|
1,207 | $345,636 |
All Filings in POWL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,636 | 1,207 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $365,229 | 675 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $204,019 | 640 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $224,949 | 738 | Shares | Sole | 2025-11-19 | |
| 2025-03-31 | $56,719 | 333 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||