AE Wealth Management LLC
- SEC CIK
- 0001697723
- Latest filing
- Aug 3, 2026
POWL holding history
Powell Industries Inc in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
POWL overviewAll 13F holders of POWLFull Q2 2026 holdings
- Shares (Q2 2026)
- 3,675
- Value
- $1.05M
- % of portfolio
- <0.1%
- Quarters held
- 3
- Since Q3 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,675 | $1.05M | <0.1% | +978+36.3% | AddedConverted for a 3-for-1 split | Holders |
| Q1 2026 | 899 | $486.4K | <0.1% | +899 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −699−100.0% | Sold out | Holders |
| Q3 2025 | 699 | $213.2K | <0.1% | +699 | New | Holders |