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Peterson Wealth Services

Position in POWL — Powell Industries Inc

CIK 1906799 SOUTH OGDEN, UT

Position in POWL

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$3,075,506
+$1,171,446 QoQ
Shares Held
10,740
+1.7% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#177
of 578 holders
Holding Since
Mar 2025
6 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, 2026

Peterson Wealth Services holds $8,008,178 across 4 Electrical Equipment & Parts names. POWL ranks #1 (38.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 POWL
Powell Industries Inc
This page
10,740 $3,075,506

All Filings in POWL

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,075,506 10,740
2026-03-31 $1,904,060 3,519
2025-12-31 $1,126,887 3,535
2025-09-30 $334,986 1,099
2025-06-30 $751,306 3,570
2025-03-31 $608,078 3,570