EVOLUTION WEALTH MANAGEMENT INC.
Position in POWL — Powell Industries Inc
CIK 2010029
FORT MYERS, FL
Position in POWL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$51,544
+$15,833 QoQ
Shares Held
180
-9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#500
of 578 holders
Holding Since
Jun 2025
5 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $72,469 across 3 Electrical Equipment & Parts names. POWL ranks #1 (71.1% of the industry book) .
All Filings in POWL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,544 | 180 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $35,711 | 66 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $27,096 | 85 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $27,432 | 90 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $19,992 | 95 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||