Powell Industries, Inc.
DE ˙ DB ˙ US7391281067
254,50 € ↓ -0,10 (-0,04%)
2026-06-04
AKTIENPREIS
SecurityDE:PW2 / Powell Industries, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership271,996 shares
Latest Disclosed Value $ 147,172,288
Morgan Stanley reports 41.14% increase in ownership of PW2 / Powell Industries, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 271,996 shares of Powell Industries, Inc. (DE:PW2) valued at $119,025,477 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 192,719 shares of Powell Industries, Inc.. This represents a change in shares of 41.14% during the quarter. The current value of the position is $69,222,982 USD.

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 Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F POWELL INDS COM 739128106 271,996 79,277 41.14 147,172 139.56 0.0089
2026-05-27 2025-12-31 13F/A-1 POWELL INDS COM 739128106 192,719 -103,746 -34.99 61,436 -32.02 0.0037
2026-02-13 2025-12-31 13F POWELL INDS COM 739128106 192,719 -103,746 61,436 0.0037
2026-05-27 2025-09-30 13F/A-1 POWELL INDS COM 739128106 296,465 127,382 75.34 90,366 153.96 0.0055
2025-11-14 2025-09-30 13F POWELL INDS COM 739128106 296,465 127,382 90,366 0.0055
2025-08-15 2025-06-30 13F POWELL INDS COM 739128106 169,083 -448,409 -72.62 35,584 -66.17 0.0023
2025-05-15 2025-03-31 13F POWELL INDS COM 739128106 617,492 5,487 0.90 105,178 -22.47 0.0075
2025-05-15 2024-12-31 13F/A-1 POWELL INDS COM 739128106 612,005 74,132 13.78 135,651 13.61 0.0095
2025-02-14 2024-12-31 13F POWELL INDS COM 739128106 612,005 74,132 135,651 0.0095
2025-05-14 2024-09-30 13F/A-2 POWELL INDS COM 739128106 537,873 249,893 86.77 119,403 189.14 0.0087
2025-02-14 2024-09-30 13F/A-1 POWELL INDS COM 739128106 537,873 249,893 119,403 0.0087
2024-11-14 2024-09-30 13F POWELL INDS COM 739128106 537,873 249,893 119,403 0.0087
2025-05-14 2024-06-30 13F/A-2 POWELL INDS COM 739128106 287,980 154,776 116.19 41,296 117.87 0.0032
2024-10-17 2024-06-30 13F/A-1 POWELL INDS COM 739128106 287,980 154,776 41,296 0.0032
2024-08-14 2024-06-30 13F POWELL INDS COM 739128106 287,980 154,776 41,296 0.0032
2024-10-17 2024-03-31 13F/A-2 POWELL INDS COM 739128106 133,204 -88,658 -39.96 18,955 -3.36 0.0015
2024-08-16 2024-03-31 13F/A-1 POWELL INDS COM 739128106 133,204 -88,658 18,955 0.0015
2024-05-15 2024-03-31 13F POWELL INDS COM 739128106 133,204 -88,658 18,955 0.0015
2024-08-16 2023-12-31 13F/A-1 POWELL INDS COM 739128106 221,862 60,390 37.40 19,613 46.51 0.0017
2024-02-13 2023-12-31 13F POWELL INDS COM 739128106 221,862 60,390 19,613 0.0017
2023-11-15 2023-09-30 13F POWELL INDS COM 739128106 161,472 8,395 5.48 13,386 44.34 0.0014
2023-08-14 2023-06-30 13F POWELL INDS COM 739128106 153,077 22,600 17.32 9,275 66.89 0.0009
2023-05-15 2023-03-31 13F POWELL INDS COM 739128106 130,477 -9,229 -6.61 5,557 13.09 0.0006
2023-02-14 2022-12-31 13F POWELL INDS COM 739128106 139,706 -9,235 -6.20 4,915 56.50 0.0006
2022-11-14 2022-09-30 13F POWELL INDS COM 739128106 148,941 -297 -0.20 3,140 -9.95 0.0004
2022-10-27 2022-06-30 13F/A-1 POWELL INDS COM 739128106 149,238 44,203 42.08 3,487 70.85 0.0005
2022-08-15 2022-06-30 13F POWELL INDS COM 739128106 149,238 44,203 3,487 0.0001
2022-10-27 2022-03-31 13F/A-1 POWELL INDS COM 739128106 105,035 35,062 50.11 2,041 -1.07 0.0003
2022-05-13 2022-03-31 13F POWELL INDS COM 739128106 105,035 35,062 2,041 0.0003
2022-02-14 2021-12-31 13F POWELL INDS COM 739128106 69,973 -14,076 -16.75 2,063 -0.05 0.0003
2021-11-15 2021-09-30 13F POWELL INDS COM 739128106 84,049 32,988 64.61 2,064 30.63 0.0003
2021-08-23 2021-06-30 13F/A-1 POWELL INDS COM 739128106 51,061 30,013 142.59 1,580 121.60 0.0002
2021-08-16 2021-06-30 13F POWELL INDS COM 739128106 51,061 30,013 1,580 0.0000
2021-05-17 2021-03-31 13F POWELL INDS COM 739128106 21,048 -105,165 -83.32 713 -80.84 0.0001
2021-02-16 2020-12-31 13F POWELL INDS COM 739128106 126,213 104,867 491.27 3,722 622.72 0.0006
2020-11-13 2020-09-30 13F POWELL INDS COM 739128106 21,346 -2,017 -8.63 515 -19.53 0.0001
2020-08-14 2020-06-30 13F POWELL INDS COM 739128106 23,363 1,791 8.30 640 15.52 0.0001
2020-05-26 2020-03-31 13F/A-1 POWELL INDS COM 739128106 21,572 -76,806 -78.07 554 -88.51 0.0002
2020-05-15 2020-03-31 13F POWELL INDS COM 739128106 21,572 -76,806 554 42.5587
2020-02-14 2019-12-31 13F POWELL INDS COM 739128106 98,378 69,383 239.29 4,820 324.67 0.0011
2019-11-14 2019-09-30 13F POWELL INDS COM 739128106 28,995 -9,575 -24.82 1,135 -22.58 0.0003
2019-08-14 2019-06-30 13F POWELL INDS COM 739128106 38,570 -1,848 -4.57 1,466 36.63 0.0004
2019-05-15 2019-03-31 13F POWELL INDS COM 739128106 40,418 4,137 11.40 1,073 18.30 0.0003
2019-02-14 2018-12-31 13F POWELL INDS COM 739128106 36,281 -21,139 -36.81 907 -56.44 0.0003
2019-04-23 2018-09-30 13F/A-2 POWELL INDS COM 739128106 57,420 13,029 29.35 2,082 34.67 0.0005
2018-11-20 2018-09-30 13F/A-1 POWELL INDS COM 739128106 57,420 0 2,082 0.0005
2018-11-14 2018-09-30 13F POWELL INDS COM 739128106 57,420 13,029 2,082
2019-04-23 2018-06-30 13F/A-1 POWELL INDS COM 739128106 44,391 4,005 9.92 1,546 42.49 0.0004
2018-08-14 2018-06-30 13F POWELL INDS COM 739128106 44,391 4,005 1,546
2019-04-23 2018-03-31 13F/A-1 POWELL INDS COM 739128106 40,386 -7,379 -15.45 1,085 -20.69 0.0003
2018-05-14 2018-03-31 13F POWELL INDS COM 739128106 40,386 -7,379 1,085
2019-04-23 2017-12-31 13F/A-1 POWELL INDS COM 739128106 47,765 -16,441 -25.61 1,368 -28.94 0.0004
2018-02-14 2017-12-31 13F POWELL INDS COM 739128106 47,765 -16,441 1,368
2017-11-14 2017-09-30 13F POWELL INDS COM 739128106 64,206 -21,047 -24.69 1,925 -29.41 0.0006
2017-08-11 2017-06-30 13F POWELL INDS COM 739128106 85,253 -10,840 -11.28 2,727 -17.61 0.0008
2017-05-22 2017-03-31 13F/A-1 POWELL INDS COM 739128106 96,093 -46,511 -32.62 3,310 -40.49 0.0010
2017-05-12 2017-03-31 13F POWELL INDS COM 739128106 96,093 3,310
2017-02-22 2016-12-31 13F/A-1 POWELL INDS COM 739128106 142,604 15,772 12.44 5,562 9.51 0.0018
2017-02-13 2016-12-31 13F POWELL INDS COM 739128106 142,604 5,562
2016-11-10 2016-09-30 13F POWELL INDS COM 739128106 126,832 -22,519 -15.08 5,079 -13.55 0.0017
2016-08-12 2016-06-30 13F POWELL INDS COM 739128106 149,351 -2,443 -1.61 5,875 29.83 0.0021
2016-05-12 2016-03-31 13F POWELL INDS COM 739128106 151,794 59,469 64.41 4,525 88.23 0.0017
2016-02-09 2015-12-31 13F POWELL INDS COM 739128106 92,325 46,558 101.73 2,404 74.58 0.0009
2016-02-08 2015-09-30 13F/A-1 POWELL INDS COM 739128106 45,767 32,965 257.50 1,377 205.32 0.0005
2015-11-09 2015-09-30 13F POWELL INDS COM 739128106 45,767 1,377
2015-08-12 2015-06-30 13F POWELL INDS COM 739128106 12,802 1,822 16.59 451 21.56 0.0002
2015-05-14 2015-03-31 13F POWELL INDS COM 739128106 10,980 -3,785 -25.63 371 -48.83 0.0001
2015-02-13 2014-12-31 13F POWELL INDS COM 739128106 14,765 -504 -3.30 725 16.19 0.0003
2014-12-16 2014-09-30 13F/A-1 POWELL INDS COM 739128106 15,269 -7,459 -32.82 624 -57.64 0.0002
2014-11-14 2014-09-30 13F POWELL INDS COM 739128106 15,269 624
2014-05-13 2014-03-31 13F POWELL INDS COM 739128106 22,728 -3,927 -14.73 1,473 -17.48 0.0006
2014-02-13 2013-12-31 13F POWELL INDS COM 739128106 26,655 -23,083 -46.41 1,785 -41.46 0.0008
2013-11-13 2013-09-30 13F POWELL INDUSTRIES INC COM S COM 739128106 49,738 -24,834 -33.30 3,049 -20.83 0.0014
2013-08-08 2013-06-30 13F POWELL INDUSTRIES INC COM S COM 739128106 74,572 74,572 3,851 0.0019
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.