BlackRock, Inc. ownership in PW2 / Powell Industries, Inc.

Powell Industries, Inc.

DE ˙ DB ˙ US7391281067

254,60 € ↑11,10 (4,56%)

2026-06-03
AKTIENPREIS

Security	DE:PW2 / Powell Industries, Inc.
Institution	BlackRock, Inc.
Latest Disclosed Ownership	1,452,142 shares
Ownership	12.10%

2024-01-23 - BlackRock, Inc. has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,452,142 shares of Powell Industries, Inc. (DE:PW2). This represents 12.1 percent ownership of the company. In their previous filing dated 2023-01-23 , BlackRock, Inc. had reported owning 1,465,213 shares, indicating a decrease of -0.89 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2024-01-23	2024-01-23	13G/A	1,465,213	1,452,142	-0.89	12.10	-2.42
2023-01-23	2023-01-23	13G/A	1,459,707	1,465,213	0.38	12.40	-0.80
2022-02-07	2022-02-07	13G/A	1,422,390	1,459,707	2.62	12.50	2.46
2021-01-27	2021-01-27	13G/A	1,422,390	1,422,390	0.00	12.20	0.00
2021-01-27	2021-01-27	13G/A	1,418,229	1,422,390	0.29	12.20	0.00
2020-02-04	2020-02-04	13G/A	1,279,118	1,418,229	10.88	12.20	9.91
2019-01-31	2019-01-31	13G/A	1,153,853	1,279,118	10.86	11.10	9.90
2018-04-06	2018-04-06	13G/A	1,134,857	1,153,853	1.67	10.10	2.02
2018-01-23	2018-01-23	13G/A	1,021,450	1,134,857	11.10	9.90	10.00
2017-01-25	2017-01-25	13G/A	860,938	1,021,450	18.64	9.00	20.00
2016-01-27	2016-01-27	13G/A		860,938		7.50
2015-01-29	2015-01-29	13G/A		828,385		6.90
2014-01-30	2014-01-30	13G/A		848,711		7.10
2013-02-05	2013-02-05	13G/A		732,765		6.15
2012-02-13	2012-02-13	13G/A		714,228		6.07

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-13	2026-03-31	13F	POWELL INDS	COM	739128106	1,406,073	1,868	0.13	760,798	69.96	0.0010
2026-02-12	2025-12-31	13F	POWELL INDS	COM	739128106	1,404,205	29,107	2.12	447,632	6.80	0.0076
2025-11-12	2025-09-30	13F	POWELL INDS	COM	739128106	1,375,098	-20,500	-1.47	419,144	42.71	0.0073
2025-08-12	2025-06-30	13F	POWELL INDS	COM	739128106	1,395,598	-62,762	-4.30	293,704	18.24	0.0056
2025-05-02	2025-03-31	13F	POWELL INDS	COM	739128106	1,458,360	-109,386	-6.98	248,402	-28.52	0.0052
2025-02-07	2024-12-31	13F	POWELL INDS	COM	739128106	1,567,746	106,135	7.26	347,491	7.10	0.0070
2024-11-13	2024-09-30	13F	POWELL INDS	COM	739128106	1,461,611	53,907	3.83	324,463	60.73	0.0068
2024-08-13	2024-06-30	13F	POWELL INDS	COM	739128106	1,407,704	-41,872	-2.89	201,865	-2.14	0.0046
2024-05-10	2024-03-31	13F	POWELL INDS	COM	739128106	1,449,576	-2,566	-0.18	206,275	60.69	0.0048
2024-02-13	2023-12-31	13F	POWELL INDS	COM	739128106	1,452,142	42,770	3.03	128,369	9.87	0.0033
2023-11-13	2023-09-30	13F	POWELL INDS	COM	739128106	1,409,372	-14,231	-1.00	116,837	35.45	0.0034
2023-08-11	2023-06-30	13F	POWELL INDS	COM	739128106	1,423,603	-12,144	-0.85	86,256	41.06	0.0024
2023-05-12	2023-03-31	13F	POWELL INDS	COM	739128106	1,435,747	-29,466	-2.01	61,148	18.63	0.0018
2023-02-13	2022-12-31	13F	POWELL INDS	COM	739128106	1,465,213	47,347	3.34	51,546	72.46	0.0016
2022-11-14	2022-09-30	13F	POWELL INDS	COM	739128106	1,417,866	-27,330	-1.89	29,888	-11.51	0.0010
2022-08-12	2022-06-30	13F	POWELL INDS	COM	739128106	1,445,196	-468	-0.03	33,775	20.31	0.0011
2022-05-12	2022-03-31	13F	POWELL INDS	COM	739128106	1,445,664	-14,043	-0.96	28,074	-34.78	0.0008
2022-02-10	2021-12-31	13F	POWELL INDS	COM	739128106	1,459,707	44,561	3.15	43,046	23.81	0.0011
2021-11-09	2021-09-30	13F	POWELL INDS	COM	739128106	1,415,146	-46,495	-3.18	34,769	-23.14	0.0010
2021-08-11	2021-06-30	13F	POWELL INDS	COM	739128106	1,461,641	-19,573	-1.32	45,237	-9.83	0.0013
2021-05-07	2021-03-31	13F	POWELL INDS	COM	739128106	1,481,214	58,824	4.14	50,168	19.60	0.0015
2021-02-05	2020-12-31	13F	POWELL INDS	COM	739128106	1,422,390	57,577	4.22	41,946	27.37	0.0013
2020-11-06	2020-09-30	13F	POWELL INDS	COM	739128106	1,364,813	-7,274	-0.53	32,933	-12.37	0.0012
2020-08-14	2020-06-30	13F	POWELL INDS	COM	739128106	1,372,087	-15,608	-1.12	37,583	5.51	0.0015
2020-05-01	2020-03-31	13F	POWELL INDS	COM	739128106	1,387,695	-30,534	-2.15	35,622	-48.73	0.0017
2020-02-13	2019-12-31	13F	POWELL INDS	COM	739128106	1,418,229	53,208	3.90	69,478	30.01	0.0027
2019-11-08	2019-09-30	13F	POWELL INDS	COM	739128106	1,365,021	47,213	3.58	53,441	6.72	0.0022
2019-08-22	2019-06-30	13F/A-1	POWELL INDS	COM	739128106	1,317,808	34,655	2.70	50,078	47.00	0.0021
2019-08-13	2019-06-30	13F	POWELL INDS	COM	739128106	1,317,808	34,655		50,078
2019-05-09	2019-03-31	13F	POWELL INDS	COM	739128106	1,283,153	4,035	0.32	34,066	6.50	0.0015
2019-02-08	2018-12-31	13F	POWELL INDS	COM	739128106	1,279,118	38,432	3.10	31,988	-28.89	0.0016
2018-11-09	2018-09-30	13F	POWELL INDS	COM	739128106	1,240,686	26,550	2.19	44,986	6.38	0.0019
2018-08-09	2018-06-30	13F	POWELL INDS	COM	739128106	1,214,136	60,283	5.22	42,287	36.54	0.0019
2018-05-09	2018-03-31	13F	POWELL INDS	COM	739128106	1,153,853	18,996	1.67	30,970	-4.75	0.0015
2018-02-09	2017-12-31	13F	POWELL INDS	COM	739128106	1,134,857	29,550	2.67	32,514	-1.91	0.0015
2017-11-14	2017-09-30	13F	POWELL INDS	COM	739128106	1,105,307	27,603	2.56	33,148	-3.85	0.0017
2017-08-10	2017-06-30	13F	POWELL INDS	COM	739128106	1,077,704	-580	-0.05	34,476	-7.16	0.0018
2017-05-12	2017-03-31	13F	POWELL INDS	COM	739128106	1,078,284	1,075,919	45,493.40	37,136	40,265.22	0.0020
2017-02-10	2016-12-31	13F	POWELL INDS	COM	739128106	2,365	135	6.05	92	3.37	0.0001
2016-11-08	2016-09-30	13F	POWELL INDS	COM	739128106	2,230	-2,196	-49.62	89	-48.85	0.0001
2016-08-10	2016-06-30	13F	POWELL INDS	COM	739128106	4,426	3,613	444.40	174	625.00	0.0003
2016-05-10	2016-03-31	13F	POWELL INDS	COM	739128106	813	512	170.10	24	242.86	0.0000
2016-02-11	2015-12-31	13F	POWELL INDS	COM	739128106	301	-700	-69.93	7	-76.67	0.0000
2015-11-13	2015-09-30	13F	POWELL INDS	COM	739128106	1,001	700	232.56	30	200.00	0.0000
2015-08-07	2015-06-30	13F	POWELL INDS	COM	739128106	301	0	0.00	10	0.00	0.0000
2015-05-13	2015-03-31	13F	POWELL INDS	COM	739128106	301	0	0.00	10	-33.33	0.0000
2015-02-09	2014-12-31	13F	POWELL INDS	COM	739128106	301	0	0.00	15	25.00	0.0000
2014-10-29	2014-09-30	13F	POWELL INDS	COM	739128106	301	0	0.00	12	-36.84	0.0000
2014-08-06	2014-06-30	13F	POWELL INDS	COM	739128106	301	-24	-7.38	19	-9.52	0.0000
2014-05-02	2014-03-31	13F	POWELL INDS	COM	739128106	325	0	0.00	21	0.00	0.0000
2014-02-12	2013-12-31	13F	POWELL INDS	COM	739128106	325	-23	-6.61	21	-4.55	0.0000
2013-11-12	2013-09-30	13F	POWELL INDS	COM	739128106	348	0	0.00	22	22.22	0.0000
2013-08-13	2013-06-30	13F	POWELL INDS	COM	739128106	348	348		18		0.0000

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.