Position in POWL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,634,256
+$677,627 QoQ
Shares Held
5,707
+7.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#248
of 578 holders
Holding Since
Dec 2024
7 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $21,526,301 across 8 Electrical Equipment & Parts names. POWL ranks #3 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
39,965 | $12,097,405 | |
| 2 | VRT |
Vertiv Holdings Co
|
17,462 | $5,846,626 | |
| 3 | POWL |
Powell Industries Inc
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|
5,707 | $1,634,256 | |
| 4 | NVT |
nVent Electric plc
|
6,381 | $1,082,281 | |
| 5 | ENR |
Energizer Holdings, Inc.
|
28,000 | $600,320 | |
| 6 | EOSE |
Eos Energy Enterprises, Inc.
|
22,841 | $134,305 | |
| 7 | PLUG |
Plug Power Inc
|
26,783 | $72,581 | |
| 8 | NEOV |
NeoVolta Inc.
|
18,580 | $58,527 |
All Filings in POWL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,634,256 | 5,707 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $956,629 | 1,768 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $849,229 | 2,664 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $550,791 | 1,807 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $290,421 | 1,380 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $272,187 | 1,598 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $363,506 | 1,640 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||