Position in POWL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,764,233
-$2,452,319 QoQ
Shares Held
9,653
-66.6% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#189
of 578 holders
Holding Since
Sep 2024
8 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, 2026ROMAN BUTLER FULLERTON & CO holds $3,658,202 across 2 Electrical Equipment & Parts names. POWL ranks #1 (75.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POWL |
Powell Industries Inc
This page
|
9,653 | $2,764,233 | |
| 2 | VRT |
Vertiv Holdings Co
|
2,670 | $893,969 |
All Filings in POWL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,764,233 | 9,653 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,216,552 | 9,641 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,017,864 | 3,193 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $969,905 | 3,182 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $770,878 | 3,663 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $613,358 | 3,601 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $542,377 | 2,447 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $607,586 | 2,737 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||