GREAT VALLEY ADVISOR GROUP, INC.
Position in POWL — Powell Industries Inc
CIK 1769897
WILMINGTON, DE
Position in POWL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,449,880
+$3,490,425 QoQ
Shares Held
33,000
-0.1% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#96
of 578 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in POWL Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $26,756,568 across 4 Electrical Equipment & Parts names. POWL ranks #2 (35.3% of the industry book) .
All Filings in POWL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,449,880 | 33,000 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,959,455 | 11,014 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,536,226 | 11,093 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,356,871 | 11,013 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,395,762 | 11,384 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,323,131 | 13,639 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,153,550 | 9,716 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $2,430,125 | 10,947 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,164,408 | 8,120 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $425,903 | 2,993 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||