Powell Industries, Inc.
US ˙ NasdaqGS ˙ US7391281067

SecurityPOWL / Powell Industries, Inc.
InstitutionOppenheimer & Co Inc
Latest Disclosed Ownership6,483 shares
Latest Disclosed Value $ 3,507,822
Oppenheimer & Co Inc reports 13.35% decrease in ownership of POWL / Powell Industries, Inc.

On April 23, 2026 - Oppenheimer & Co Inc filed a 13F-HR form disclosing ownership of 6,483 shares of Powell Industries, Inc. (US:POWL) valued at $3,507,822 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 7,482 shares of Powell Industries, Inc.. This represents a change in shares of -13.35% during the quarter. The current value of the position is $1,943,150 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)
2026-04-23 2026-03-31 13F POWELL INDS COM 739128106 6,483 -999 -13.35 3,508 47.04 0.0427
2026-02-02 2025-12-31 13F POWELL INDS COM 739128106 7,482 -812 -9.79 2,385 -5.66 0.0339
2025-11-06 2025-09-30 13F POWELL INDS COM 739128106 8,294 -1,491 -15.24 2,528 22.78 0.0308
2025-07-31 2025-06-30 13F POWELL INDS COM 739128106 9,785 2,647 37.08 2,059 69.47 0.0272
2025-04-23 2025-03-31 13F POWELL INDS COM 739128106 7,138 2,665 59.58 1,216 22.60 0.0184
2025-02-05 2024-12-31 13F POWELL INDS COM 739128106 4,473 -396 -8.13 991 -8.24 0.0148
2024-11-05 2024-09-30 13F POWELL INDS COM 739128106 4,869 -796 -14.05 1,081 33.00 0.0165
2024-08-08 2024-06-30 13F POWELL INDS COM 739128106 5,665 2,065 57.36 812 58.59 0.0129
2024-05-07 2024-03-31 13F POWELL INDS COM 739128106 3,600 -500 -12.20 512 41.44 0.0085
2024-02-13 2023-12-31 13F POWELL INDS COM 739128106 4,100 0 0.00 362 6.78 0.0067
2023-11-08 2023-09-30 13F POWELL INDS COM 739128106 4,100 -500 -10.87 340 21.94 0.0070
2023-08-03 2023-06-30 13F POWELL INDS COM 739128106 4,600 4,600 279 0.0056
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.