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JOURNEY STRATEGIC WEALTH LLC

Position in POWL — Powell Industries Inc

CIK 1909316 SUMMIT, NJ

Position in POWL

as of Mar 31, 2026 · filed Apr 15, 2026
Position Value
$642,260
+$274,710 QoQ
Shares Held
3,561
+2.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in POWL Over Time

Shares Held

Position Value (USD)

Position in Electrical Equipment & Parts

Industrials · as of Mar 31, 2026

JOURNEY STRATEGIC WEALTH LLC holds $2,322,116 across 5 Electrical Equipment & Parts names. POWL ranks #1 (27.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 POWL
Powell Industries Inc
This page
3,561 $642,260

All Filings in POWL

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4 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $642,260 1,187
2025-12-31 $367,550 1,153
2025-09-30 $350,834 1,151
2025-06-30 $224,127 1,065