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Chuck Royce’s POWL Holdings & Trades

First Buy
Q2 2013
Duration Held
51 Quarters
Largest Add
Q2 2013
+3.43 M Shares
Current Position
185,478 Shares
$19.71 M Value

Chuck Royce's POWL Position Overview

Chuck Royce (via Royce & Associates Lp) currently holds 185,478 shares of Powell Industries, Inc. (POWL) worth $19.71 M, representing 0.20% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.

Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in POWL, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2021, adding 26,802 shares. Largest reduction occurred in Q3 2015, reducing 1.27 M shares.

Analysis based on 13F filings available since 2013 Q2

Chuck Royce's Powell Industries (POWL) Holding Value Over Time

Track share changes against reported price movement

Quarterly Powell Industries (POWL) Trades by Chuck Royce

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -6,162 Reduce 3.22% 185,478 $106.26
Q3 2025 -12,921 Reduce 6.32% 191,640 $101.60
Q2 2025 -4,026 Reduce 1.93% 204,561 $70.15
Q1 2025 -7,992 Reduce 3.69% 208,587 $56.78
Q4 2024 -6,795 Reduce 3.04% 216,579 $73.88
Q3 2024 -23,454 Reduce 9.50% 223,374 $74.00
Q2 2024 -15,906 Reduce 6.05% 246,828 $47.80
Q1 2024 -15,438 Reduce 5.55% 262,734 $47.43
Q4 2023 +15,999 Add 6.10% 278,172 $29.47
Q3 2023 +16,854 Add 6.87% 262,173 $27.63
Q2 2023 +4,476 Add 1.86% 245,319 $20.20
Q2 2022 -28,488 Reduce 10.58% 240,843 $7.79
Q1 2022 -14,925 Reduce 5.25% 269,331 $6.47
Q4 2021 -126,795 Reduce 30.85% 284,256 $9.83
Q3 2021 +26,802 Add 6.98% 411,051 $8.19
Q2 2021 +14,634 Add 3.96% 384,249 $10.32
Q4 2020 -4,713 Reduce 1.26% 369,615 $9.83
Q3 2020 +426 Add 0.11% 374,328 $8.04
Q2 2020 +8,214 Add 2.25% 373,902 $9.13
Q1 2020 +17,988 Add 5.17% 365,688 $8.56
Q2 2018 -1,056 Reduce 0.30% 347,700 $11.61
Q1 2018 -36 Reduce 0.01% 348,756 $8.95
Q4 2017 +66 Add 0.02% 348,792 $9.55
Q3 2017 +1,026 Add 0.30% 348,726 $10.00
Q3 2016 -4,800 Reduce 1.36% 347,700 $13.35
Q1 2016 -23,700 Reduce 6.30% 352,500 $9.94
Q3 2015 -1.27 M Reduce 77.21% 376,200 $10.03
Q2 2015 -88,200 Reduce 5.07% 1.65 M $11.72
Q1 2015 -100,110 Reduce 5.44% 1.74 M $11.26
Q4 2014 -100,566 Reduce 5.18% 1.84 M $16.36
Q3 2014 -389,643 Reduce 16.73% 1.94 M $13.62
Q2 2014 -17,010 Reduce 0.72% 2.33 M $21.79
Q1 2014 -135,444 Reduce 5.46% 2.35 M $21.60
Q4 2013 -608,940 Reduce 19.70% 2.48 M $22.33
Q3 2013 -339,627 Reduce 9.90% 3.09 M $20.43
Q2 2013 +3.43 M Add 0.00% 3.43 M $17.22

Chuck Royce's Powell Industries Investment FAQs

Chuck Royce first purchased Powell Industries, Inc. (POWL) in Q2 2013, acquiring 3,430,440 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Chuck Royce has held Powell Industries, Inc. (POWL) for 51 quarters since Q2 2013.

Chuck Royce's largest addition to Powell Industries, Inc. (POWL) was in Q2 2013, adding 3,430,440 shares worth $59.06 M.

According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 185,478 shares of Powell Industries, Inc. (POWL), valued at approximately $19.71 M.

As of the Q4 2025 filing, Powell Industries, Inc. (POWL) represents approximately 0.20% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.

Chuck Royce's peak holding in Powell Industries, Inc. (POWL) was 3,430,440 shares, as reported at the end of Q2 2013.