Position in POWL
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$1,146,871
+$424,530 QoQ
Shares Held
4,005
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#275
of 578 holders
Holding Since
Mar 2025
6 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, 2026CX Institutional holds $5,071,854 across 8 Electrical Equipment & Parts names. POWL ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
9,627 | $2,914,092 | |
| 2 | POWL |
Powell Industries Inc
This page
|
4,005 | $1,146,871 | |
| 3 | NVT |
nVent Electric plc
|
3,353 | $568,702 | |
| 4 | HUBB |
Hubbell Inc
|
325 | $170,040 | |
| 5 | ENS |
EnerSys
|
497 | $116,208 | |
| 6 | PLUG |
Plug Power Inc
|
41,961 | $113,714 | |
| 7 | AYI |
Acuity Inc. (De)
|
57 | $21,469 | |
| 8 | VRT |
Vertiv Holdings Co
|
62 | $20,758 |
All Filings in POWL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,146,871 | 4,005 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $722,341 | 1,335 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $425,252 | 1,334 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $406,311 | 1,333 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $280,529 | 1,333 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $227,050 | 1,333 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||