Pinnacle Wealth Planning Services, Inc.
Position in POWL — Powell Industries Inc
CIK 1726752
MANSFIELD, OH
Position in POWL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$182,697
+$70,153 QoQ
Shares Held
638
+2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#471
of 578 holders
Holding Since
Dec 2020
4 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, 2026Pinnacle Wealth Planning Services, Inc. holds $1,753,077 across 15 Electrical Equipment & Parts names. POWL ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
1,734 | $580,577 | |
| 2 | HUBB |
Hubbell Inc
|
566 | $296,131 | |
| 3 | BE |
Bloom Energy Corp
|
923 | $279,392 | |
| 4 | POWL |
Powell Industries Inc
This page
|
638 | $182,697 | |
| 5 | ENS |
EnerSys
|
726 | $169,753 | |
| 6 | PLUG |
Plug Power Inc
|
27,675 | $74,999 | |
| 7 | HAYW |
Hayward Holdings, Inc.
|
2,926 | $50,649 | |
| 8 | FCEL |
Fuelcell Energy Inc
|
1,152 | $41,483 |
All Filings in POWL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $182,697 | 638 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $112,544 | 208 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $63,118 | 198 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $530 | 18 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||