Position in POWL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,097,904
New position
Shares Held
3,834
first reported quarter
Ownership
0.011%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#282
of 578 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $6,816,393 across 6 Electrical Equipment & Parts names. POWL ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
9,934 | $3,326,101 | |
| 2 | BE |
Bloom Energy Corp
|
5,191 | $1,571,315 | |
| 3 | POWL |
Powell Industries Inc
This page
|
3,834 | $1,097,904 | |
| 4 | NVT |
nVent Electric plc
|
3,414 | $579,048 | |
| 5 | KE |
Kimball Electronics, Inc.
|
7,822 | $200,243 | |
| 6 | PLUG |
Plug Power Inc
|
15,418 | $41,782 |
All Filings in POWL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,097,904 | 3,834 | Shares | Sole | 2026-07-08 | |
| No filing history on record for this holder in this stock. | ||||||