ELEVATION POINT WEALTH PARTNERS, LLC
Position in POWL — Powell Industries Inc
CIK 1744349
DENVER, CO
Position in POWL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$347,927
+$128,790 QoQ
Shares Held
1,215
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#396
of 578 holders
Holding Since
Jun 2025
3 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $10,260,115 across 8 Electrical Equipment & Parts names. POWL ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AYI |
Acuity Inc. (De)
|
7,230 | $2,723,251 | |
| 2 | VRT |
Vertiv Holdings Co
|
7,280 | $2,437,489 | |
| 3 | AEIS |
Advanced Energy Industries Inc
|
6,094 | $2,272,269 | |
| 4 | HUBB |
Hubbell Inc
|
2,089 | $1,092,964 | |
| 5 | NVT |
nVent Electric plc
|
5,484 | $930,141 | |
| 6 | POWL |
Powell Industries Inc
This page
|
1,215 | $347,927 | |
| 7 | ATKR |
Atkore Inc.
|
3,267 | $248,422 | |
| 8 | BE |
Bloom Energy Corp
|
686 | $207,652 |
All Filings in POWL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,927 | 1,215 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $219,137 | 405 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $32,830 | 156 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||