Position in POWL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$905,470
+$581,905 QoQ
Shares Held
3,162
+76.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#298
of 581 holders
Holding Since
Sep 2024
8 quarters on record
Common Shares in POWL Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Spire Wealth Management holds $6,482,068 across 12 Electrical Equipment & Parts names. POWL ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
11,115 | $3,721,523 | |
| 2 | BE |
Bloom Energy Corp
|
5,214 | $1,578,277 | |
| 3 | POWL |
Powell Industries Inc
This page
|
3,162 | $905,470 | |
| 4 | HUBB |
Hubbell Inc
|
187 | $97,838 | |
| 5 | NVT |
nVent Electric plc
|
503 | $85,313 | |
| 6 | ENS |
EnerSys
|
276 | $64,534 | |
| 7 | PLUG |
Plug Power Inc
|
5,300 | $14,363 | |
| 8 | EOSE |
Eos Energy Enterprises, Inc.
|
961 | $5,650 |
All Filings in POWL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $905,470 | 3,162 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $323,565 | 598 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $216,132 | 678 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $232,569 | 763 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $21,465 | 102 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $58,934 | 346 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,029,120 | 4,643 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $502,807 | 2,265 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||