Powell Industries, Inc.
DE ˙ DB ˙ US7391281067
254,50 € ↓ -0,10 (-0,04%)
2026-06-04
DEL PRIS
SecurityDE:PW2 / Powell Industries, Inc.
InstitutionCitigroup Inc
Latest Disclosed Ownership7,711 shares
Latest Disclosed Value $ 4,172,267
Citigroup Inc reports 42.09% increase in ownership of PW2 / Powell Industries, Inc.

On May 11, 2026 - Citigroup Inc filed a 13F-HR form disclosing ownership of 7,711 shares of Powell Industries, Inc. (DE:PW2) valued at $3,374,334 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,427 shares of Powell Industries, Inc.. This represents a change in shares of 42.09% during the quarter. The current value of the position is $1,962,450 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)
2026-05-11 2026-03-31 13F POWELL INDS COM 739128106 7,711 2,284 42.09 4,172 141.16 0.0009
2026-02-13 2025-12-31 13F POWELL INDS COM 739128106 5,427 -194 -3.45 1,730 0.99 0.0008
2025-11-10 2025-09-30 13F POWELL INDS COM 739128106 5,621 -3,392 -37.63 1,713 -9.65 0.0008
2025-08-11 2025-06-30 13F POWELL INDS COM 739128106 9,013 -5,933 -39.70 1,897 -25.50 0.0009
2025-05-12 2025-03-31 13F POWELL INDS COM 739128106 14,946 265 1.81 2,546 -21.79 0.0013
2025-02-12 2024-12-31 13F POWELL INDS COM 739128106 14,681 1,408 10.61 3,254 10.45 0.0019
2024-11-12 2024-09-30 13F POWELL INDS COM 739128106 13,273 5,321 66.91 2,946 158.42 0.0017
2024-08-12 2024-06-30 13F POWELL INDS COM 739128106 7,952 489 6.55 1,140 7.45 0.0007
2024-05-10 2024-03-31 13F POWELL INDS COM 739128106 7,463 278 3.87 1,062 67.09 0.0007
2024-02-09 2023-12-31 13F POWELL INDS COM 739128106 7,185 2,179 43.53 635 53.38 0.0004
2023-12-06 2023-09-30 13F/A-1 POWELL INDS COM 739128106 5,006 -2,579 -34.00 415 -9.80 0.0003
2023-11-09 2023-09-30 13F POWELL INDS COM 739128106 5,006 -2,579 415 0.0001
2023-08-10 2023-06-30 13F POWELL INDS COM 739128106 7,585 2,304 43.63 460 104.91 0.0003
2023-05-11 2023-03-31 13F POWELL INDS COM 739128106 5,281 -1,775 -25.16 225 -9.68 0.0002
2023-02-09 2022-12-31 13F POWELL INDS COM 739128106 7,056 925 15.09 248 92.25 0.0002
2022-11-10 2022-09-30 13F POWELL INDS COM 739128106 6,131 874 16.63 129 4.88 0.0001
2022-08-10 2022-06-30 13F POWELL INDS COM 739128106 5,257 -3,792 -41.91 123 -30.11 0.0001
2022-05-12 2022-03-31 13F POWELL INDS COM 739128106 9,049 1,081 13.57 176 -25.11 0.0001
2022-02-10 2021-12-31 13F POWELL INDS COM 739128106 7,968 2,809 54.45 235 85.04 0.0001
2021-11-10 2021-09-30 13F POWELL INDS COM 739128106 5,159 422 8.91 127 -13.61 0.0001
2021-08-10 2021-06-30 13F POWELL INDS COM 739128106 4,737 3,867 444.48 147 406.90 0.0001
2021-05-13 2021-03-31 13F POWELL INDS COM 739128106 870 -1,278 -59.50 29 -53.97 0.0000
2021-02-11 2020-12-31 13F POWELL INDS COM 739128106 2,148 1,524 244.23 63 320.00 0.0000
2020-11-12 2020-09-30 13F POWELL INDS COM 739128106 624 -3,463 -84.73 15 -86.61 0.0000
2020-08-12 2020-06-30 13F POWELL INDS COM 739128106 4,087 1,315 47.44 112 57.75 0.0001
2020-05-12 2020-03-31 13F POWELL INDS COM 739128106 2,772 -1,373 -33.12 71 -65.02 0.0001
2020-02-12 2019-12-31 13F POWELL INDS COM 739128106 4,145 -1,935 -31.83 203 -14.71 0.0001
2019-11-08 2019-09-30 13F POWELL INDS COM 739128106 6,080 -444 -6.81 238 -4.03 0.0002
2019-08-12 2019-06-30 13F POWELL INDS COM 739128106 6,524 662 11.29 248 58.97 0.0002
2019-05-13 2019-03-31 13F POWELL INDS COM 739128106 5,862 10 0.17 156 6.85 0.0002
2019-02-12 2018-12-31 13F POWELL INDS COM 739128106 5,852 349 6.34 146 -26.63 0.0001
2018-11-13 2018-09-30 13F POWELL INDS COM 739128106 5,503 -5,249 -48.82 199 -46.93 0.0002
2018-08-10 2018-06-30 13F POWELL INDS COM 739128106 10,752 -951 -8.13 375 19.43 0.0003
2018-05-11 2018-03-31 13F POWELL INDS COM 739128106 11,703 -7,667 -39.58 314 -43.42 0.0003
2018-02-12 2017-12-31 13F POWELL INDS COM 739128106 19,370 -4,290 -18.13 555 -21.83 0.0004
2017-11-13 2017-09-30 13F POWELL INDS COM 739128106 23,660 664 2.89 710 -3.53 0.0006
2017-08-11 2017-06-30 13F POWELL INDS COM 739128106 22,996 -909 -3.80 736 -10.57 0.0007
2017-05-12 2017-03-31 13F POWELL INDS COM 739128106 23,905 -7,357 -23.53 823 -32.54 0.0007
2017-02-10 2016-12-31 13F POWELL INDS COM 739128106 31,262 10,012 47.12 1,220 43.19 0.0011
2016-11-10 2016-09-30 13F POWELL INDS COM 739128106 21,250 2,905 15.84 852 18.01 0.0008
2016-08-12 2016-06-30 13F POWELL INDS COM 739128106 18,345 -4,110 -18.30 722 7.92 0.0007
2016-05-13 2016-03-31 13F POWELL INDS COM 739128106 22,455 7,995 55.29 669 77.93 0.0008
2016-02-12 2015-12-31 13F POWELL INDS COM 739128106 14,460 719 5.23 376 -8.96 0.0004
2015-11-13 2015-09-30 13F POWELL INDS COM 739128106 13,741 11,114 423.07 413 344.09 0.0004
2015-08-13 2015-06-30 13F POWELL INDS COM 739128106 2,627 806 44.26 93 52.46 0.0001
2015-05-14 2015-03-31 13F POWELL INDS COM 739128106 1,821 -3,002 -62.24 61 -74.15 0.0001
2015-02-17 2014-12-31 13F POWELL INDS COM 739128106 4,823 569 13.38 236 35.63 0.0002
2014-11-14 2014-09-30 13F POWELL INDS COM 739128106 4,254 1,423 50.26 174 -5.95 0.0002
2014-08-14 2014-06-30 13F POWELL INDS COM 739128106 2,831 -500 -15.01 185 -13.95 0.0002
2014-05-15 2014-03-31 13F POWELL INDS COM 739128106 3,331 -4,299 -56.34 215 -57.93 0.0002
2014-02-14 2013-12-31 13F POWELL INDS COM 739128106 7,630 2,308 43.37 511 56.27 0.0005
2013-11-14 2013-09-30 13F POWELL INDS COM 739128106 5,322 -1,192 -18.30 327 -2.68 0.0003
2013-08-14 2013-06-30 13F POWELL INDS COM 739128106 6,514 6,514 336 0.0003
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.