Powell Industries, Inc. (POWL)Stephens Investment Management Group LLC added to its stake +71K shares

131K

Shares reported · +71K vs prior quarter

0.40%

Disclosed portfolio weight

$37.5M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 29, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Jul 1, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On July 1, 2026, the Compensation and Human Capital Committee (the “Committee”) of the Board of Directors (the “Board”) of Powell Industries, Inc. (NASDAQ: POWL) (the “Company”) approved a special one-time award (the “Award”) of restricted stock units (“RSUs”) with respect to 36,000 shares of the Company’s common stock, par value $0.01 per share, for Brett A. Cope, the Company’s President and Chief Executive Officer…”

What came next

1. Aug 3, 2026Company filing · Form 8-K · Results, Other newsReported its results, and reported other company news
2. Sep 30, 2026Insider · 2 peopleInsiders: 2 sales (~$957K)

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Powell Industries, Inc.

For Powell Industries, Inc., OQRO holds 2 insider filings (SEC Form 4 or Form 144) and 7 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its POWL page.

How this filing works

• SEC Form 13F

Other disclosures at Powell Industries, Inc.

• SEC Form 4Oct 2, 2026
• SEC Form 4Oct 2, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 10, 2026

Everything OQRO holds on this company is on its POWL page.