Focused Wealth Management, Inc

Position in POWL — Powell Industries Inc

CIK 1586052 Newburgh, NY

Position in POWL

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$303,541

+$277,021 QoQ

Shares Held

1,060

+17.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#410

of 578 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Focused Wealth Management, Inc holds $381,786 across 2 Electrical Equipment & Parts names. POWL ranks #1 (79.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	POWL	Powell Industries Inc This page	1,060	$303,541
2	EOSE	Eos Energy Enterprises, Inc.	13,307	$78,245

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$303,541	1,060	+253.3%	Shares	Sole	2026-08-07
2023-12-31	$26,520	300	0.0%	Shares	Sole	2024-01-10
2023-09-30	$24,869	300	0.0%	Shares	Sole	2023-11-01
2023-06-30	$18,177	300	0.0%	Shares	Sole	2023-08-08
2023-03-31	$12,777	300	0.0%	Shares	Sole	2023-04-13
2022-12-31	$10,554	300	0.0%	Shares	Sole	2023-01-13
2022-09-30	$6,324	300	0.0%	Shares	Sole	2022-10-20
2022-06-30	$7,011	300	0.0%	Shares	Sole	2022-08-04
2022-03-31	$5,825	300	0.0%	Shares	Sole	2022-04-29
2021-12-31	$8,847	300	0.0%	Shares	Sole	2022-01-31
2021-09-30	$7,371	300	0.0%	Shares	Sole	2021-10-12
2021-06-30	$9,285	300	0.0%	Shares	Sole	2021-07-15
2021-03-31	$10,161	300	0.0%	Shares	Sole	2021-05-03
2020-12-31	$8,847	300	0.0%	Shares	Sole	2021-02-03
2020-09-30	$7,238	300	0.0%	Shares	Sole	2020-10-19
2020-06-30	$8,217	300	0.0%	Shares	Sole	2020-07-24
2020-03-31	$7,701	300	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.