Position in POWL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,299,664
+$2,066,170 QoQ
Shares Held
18,507
+3.2% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#137
of 578 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in POWL Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Cetera Investment Advisers holds $197,245,823 across 19 Electrical Equipment & Parts names. POWL ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
304,191 | $101,849,230 | |
| 2 | BE |
Bloom Energy Corp
|
136,830 | $41,418,441 | |
| 3 | NVT |
nVent Electric plc
|
88,271 | $14,971,644 | |
| 4 | HUBB |
Hubbell Inc
|
13,911 | $7,278,235 | |
| 5 | AEIS |
Advanced Energy Industries Inc
|
17,389 | $6,483,836 | |
| 6 | FPS |
Forgent Power Solutions, Inc.
|
112,882 | $6,305,588 | |
| 7 | POWL |
Powell Industries Inc
This page
|
18,507 | $5,299,664 | |
| 8 | ENS |
EnerSys
|
19,802 | $4,630,103 |
All Filings in POWL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,299,664 | 18,507 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,233,494 | 5,976 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,029,034 | 6,365 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,375,688 | 7,794 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,052,250 | 5,000 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $840,919 | 4,937 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $394,315 | 1,779 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $413,123 | 1,861 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||