Position in POWL
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$4,403,930
+$1,591,938 QoQ
Shares Held
15,379
-1.4% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#147
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, 2026Beacon Pointe Advisors, LLC holds $15,080,714 across 7 Electrical Equipment & Parts names. POWL ranks #2 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
13,864 | $4,641,944 | |
| 2 | POWL |
Powell Industries Inc
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|
15,379 | $4,403,930 | |
| 3 | HUBB |
Hubbell Inc
|
4,647 | $2,431,310 | |
| 4 | BE |
Bloom Energy Corp
|
6,202 | $1,877,345 | |
| 5 | EOSE |
Eos Energy Enterprises, Inc.
|
200,793 | $1,180,662 | |
| 6 | ENVX |
Enovix Corp
|
47,791 | $290,091 | |
| 7 | NVT |
nVent Electric plc
|
1,506 | $255,432 |
All Filings in POWL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,403,930 | 15,379 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $2,811,992 | 5,197 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,627,371 | 5,105 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,840,137 | 6,037 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,270,486 | 6,037 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,027,601 | 6,033 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,114,898 | 5,030 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $228,649 | 1,030 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||