Position in POWL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$925,515
+$343,313 QoQ
Shares Held
3,232
+0.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#295
of 578 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in POWL Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $5,238,108 across 7 Electrical Equipment & Parts names. POWL ranks #3 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVT |
nVent Electric plc
|
6,887 | $1,168,103 | |
| 2 | AEIS |
Advanced Energy Industries Inc
|
2,999 | $1,118,237 | |
| 3 | POWL |
Powell Industries Inc
This page
|
3,232 | $925,515 | |
| 4 | AYI |
Acuity Inc. (De)
|
1,824 | $687,027 | |
| 5 | VRT |
Vertiv Holdings Co
|
1,932 | $646,871 | |
| 6 | BE |
Bloom Energy Corp
|
1,426 | $431,650 | |
| 7 | PLPC |
Preformed Line Products Co
|
635 | $260,705 |
All Filings in POWL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $925,515 | 3,232 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $582,202 | 1,076 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $341,732 | 1,072 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $326,146 | 1,070 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $228,548 | 1,086 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $219,725 | 1,290 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $216,773 | 978 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $210,890 | 950 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||