Pathstone Holdings, LLC

Position in POWL — Powell Industries Inc

CIK 2011612 ENGLEWOOD, NJ

Position in POWL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,844,986

+$1,032,910 QoQ

Shares Held

9,935

-1.1% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#186

of 582 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 66% Shared 0% None 34%

Industrials · as of Jun 30, 2026

Pathstone Holdings, LLC holds $57,546,935 across 14 Electrical Equipment & Parts names. POWL ranks #8 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co	51,081	$17,102,939
2	BE	Bloom Energy Corp	36,333	$10,997,998
3	AEIS	Advanced Energy Industries Inc	16,969	$6,327,230
4	HUBB	Hubbell Inc	9,912	$5,185,958
5	NVT	nVent Electric plc	26,941	$4,569,461
6	AYI	Acuity Inc. (De)	10,378	$3,908,977
7	FPS	Forgent Power Solutions, Inc.	57,482	$3,210,944
8	POWL	Powell Industries Inc This page	9,935	$2,844,986

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,844,986	9,935	+196.7%	Shares	Defined	2026-08-13
2026-03-31	$1,812,076	3,349	+16.7%	Shares	Defined	2026-05-11
2025-12-31	$914,578	2,869	-0.5%	Shares	Defined	2026-02-13
2025-09-30	$879,070	2,884	+24.0%	Shares	Sole	2025-11-13
2025-06-30	$489,295	2,325	-35.1%	Shares	Sole	2025-08-12
2025-03-31	$609,951	3,581	+55.0%	Shares	Other	2025-05-15
2024-12-31	$512,010	2,310	-20.5%	Shares	Sole	2025-02-14
2024-09-30	$644,881	2,905	+5.1%	Shares	Defined	2024-11-07
2024-06-30	$396,500	2,765	+0.8%	Shares	Sole	2024-08-14
2024-03-31	$390,328	2,743	-0.8%	Shares	Sole	2024-05-13
2023-12-31	$244,337	2,764	—	Shares	Defined	2024-02-14
No filing history on record for this holder in this stock.