Position in POWL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,933,758
+$1,085,970 QoQ
Shares Held
10,245
0.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#179
of 578 holders
Holding Since
Dec 2023
11 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, 2026Invst, LLC holds $3,481,188 across 2 Electrical Equipment & Parts names. POWL ranks #1 (84.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POWL |
Powell Industries Inc
This page
|
10,245 | $2,933,758 | |
| 2 | VRT |
Vertiv Holdings Co
|
1,635 | $547,430 |
All Filings in POWL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,933,758 | 10,245 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,847,788 | 3,415 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,723,324 | 5,406 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,673,406 | 5,490 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $1,117,910 | 5,312 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $972,755 | 5,711 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $1,141,053 | 5,148 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $1,104,844 | 4,977 | Shares | Sole | 2024-11-19 | |
| 2024-06-30 | $602,423 | 4,201 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $384,921 | 2,705 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $161,064 | 1,822 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||