Position in POWL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$105,284,833
+$26,210,321 QoQ
Shares Held
367,666
+151.6% QoQ
Ownership
1.01%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#15
of 571 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in POWL Over Time
Shares Held
Position Value (USD)
Derivatives in POWL
reported options exposure · as of Dec 31, 2025CallValue
$160,027
CallShares
502
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026UBS Group AG holds $3,314,454,387 across 52 Electrical Equipment & Parts names. POWL ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
3,622,661 | $1,212,939,353 | |
| 2 | BE |
Bloom Energy Corp
|
1,905,234 | $576,714,329 | |
| 3 | FPS |
Forgent Power Solutions, Inc.
|
5,641,827 | $315,152,455 | |
| 4 | HUBB |
Hubbell Inc
|
416,190 | $217,750,607 | |
| 5 | NVT |
nVent Electric plc
|
1,209,255 | $205,101,738 | |
| 6 | AYI |
Acuity Inc. (De)
|
515,771 | $194,270,303 | |
| 7 | POWL |
Powell Industries Inc
This page
|
367,666 | $105,284,833 | |
| 8 | ENS |
EnerSys
|
386,902 | $90,465,424 |
All Filings in POWL
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,284,833 | 367,666 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $79,074,512 | 146,142 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $31,257,652 | 98,054 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $160,027 | 502 | Call | Defined | 2026-01-29 | |
| 2025-09-30 | $48,235,249 | 158,247 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $31,330,322 | 148,873 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $28,649,861 | 168,202 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $27,308,595 | 123,206 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,732,984 | 16,816 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,600,630 | 11,162 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,191,902 | 8,376 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,540,636 | 17,428 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $270,253 | 3,260 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,346,856 | 22,229 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $395,065 | 9,276 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $190,746 | 5,422 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $103,986 | 4,933 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $56,555 | 2,420 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $91,641 | 4,719 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $235,389 | 7,982 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $50,933 | 2,073 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $12,410 | 401 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $148,350 | 4,380 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $181,953 | 6,170 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $71,159 | 2,949 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $119,831 | 4,375 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $180,460 | 7,030 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||