Perigon Wealth Management, LLC
Position in POWL — Powell Industries Inc
CIK 1575239
SAN FRANCISCO, CA
Position in POWL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$497,407
+$240,394 QoQ
Shares Held
1,737
+21.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#353
of 578 holders
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in POWL Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Perigon Wealth Management, LLC holds $13,842,089 across 7 Electrical Equipment & Parts names. POWL ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
32,888 | $11,011,560 | |
| 2 | BE |
Bloom Energy Corp
|
2,388 | $722,847 | |
| 3 | NVT |
nVent Electric plc
|
4,222 | $716,093 | |
| 4 | POWL |
Powell Industries Inc
This page
|
1,737 | $497,407 | |
| 5 | AYI |
Acuity Inc. (De)
|
809 | $304,717 | |
| 6 | RFIL |
R F Industries Ltd
|
14,200 | $301,182 | |
| 7 | HUBB |
Hubbell Inc
|
551 | $288,283 |
All Filings in POWL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,407 | 1,737 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $257,013 | 475 | Shares | Sole | 2026-04-10 | |
| 2024-12-31 | $251,129 | 1,133 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||