Powell Industries shares owned by Creative Planning
Quarter-by-quarter ownership of Powell Industries (POWL) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Powell Industries
Tip: Access up to 7 years of quarterly data
All positions including Powell Industries held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Powell Industries by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $4.9M | 17k | 286.36 |
| 2026-03-31 | $2.5M | 4.6k | 541.08 |
| 2025-12-31 | $915k | 2.9k | 318.78 |
| 2025-09-30 | $751k | 2.5k | 304.82 |
| 2025-06-30 | $464k | 2.2k | 210.45 |
| 2025-03-31 | $450k | 2.6k | 170.33 |
| 2024-12-31 | $656k | 3.0k | 221.67 |
| 2024-09-30 | $580k | 2.6k | 222.00 |
| 2024-06-30 | $310k | 2.2k | 143.40 |
| 2013-06-30 | $5.0k | 100 | 50.00 |