Position in POWL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,115,565
+$607,744 QoQ
Shares Held
14,372
-26.1% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#156
of 578 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in POWL Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026OPPENHEIMER & CO INC holds $55,605,666 across 9 Electrical Equipment & Parts names. POWL ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
65,520 | $21,937,406 | |
| 2 | BE |
Bloom Energy Corp
|
26,724 | $8,089,354 | |
| 3 | AYI |
Acuity Inc. (De)
|
20,311 | $7,650,341 | |
| 4 | AMPX |
Amprius Technologies, Inc.
|
504,746 | $6,995,779 | |
| 5 | POWL |
Powell Industries Inc
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|
14,372 | $4,115,565 | |
| 6 | NVT |
nVent Electric plc
|
22,997 | $3,900,521 | |
| 7 | ENVX |
Enovix Corp
|
287,554 | $1,745,452 | |
| 8 | FPS |
Forgent Power Solutions, Inc.
|
15,685 | $876,164 |
All Filings in POWL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,115,565 | 14,372 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,507,821 | 6,483 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,385,111 | 7,482 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,528,093 | 8,294 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,059,253 | 9,785 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,215,816 | 7,138 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $991,440 | 4,473 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,080,869 | 4,869 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $812,361 | 5,665 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $512,279 | 3,600 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $362,440 | 4,100 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $339,889 | 4,100 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $278,714 | 4,600 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||