Position in POWL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,655,702
-$227,713 QoQ
Shares Held
9,274
-42.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#196
of 578 holders
Holding Since
Dec 2023
11 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, 2026PRIVATE TRUST CO NA holds $3,827,419 across 11 Electrical Equipment & Parts names. POWL ranks #1 (69.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POWL |
Powell Industries Inc
This page
|
9,274 | $2,655,702 | |
| 2 | VRT |
Vertiv Holdings Co
|
2,715 | $909,036 | |
| 3 | HUBB |
Hubbell Inc
|
153 | $80,049 | |
| 4 | AEIS |
Advanced Energy Industries Inc
|
130 | $48,473 | |
| 5 | BE |
Bloom Energy Corp
|
103 | $31,178 | |
| 6 | NVT |
nVent Electric plc
|
179 | $30,360 | |
| 7 | AYI |
Acuity Inc. (De)
|
69 | $25,989 | |
| 8 | ENS |
EnerSys
|
108 | $25,252 |
All Filings in POWL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,655,702 | 9,274 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $2,883,415 | 5,329 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $2,139,013 | 6,710 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $2,429,944 | 7,972 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $1,742,315 | 8,279 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $659,518 | 3,872 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $740,310 | 3,340 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $796,944 | 3,590 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $390,765 | 2,725 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $337,962 | 2,375 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $192,270 | 2,175 | Shares | Defined | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||