The strong, broad-based institutional buying suggests growing conviction in POWL's fundamentals and sector tailwinds. Monitor upcoming earnings and any insider buying for confirmation. The 13F lag means positions may have been adjusted since quarter-end, but the cluster's scale and direction are notable.
Executive Summary
35 institutional investors accumulated $22.3M in POWL during 2026-Q2, while only 2 sellers reduced $12.3M, resulting in a net inflow of ~$10M. The cluster is dominated by active asset managers, many doubling their positions, signaling strong conviction in the company's growth amid electrical infrastructure demand.
Key Financial Metrics
Institutional Positions
Net institutional flow: $10.0M
▲ Buyers (35)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Commonwealth Equity Services | DOUBLED | +208.2% | $18.3M | $7.1M |
| Congress Asset Management | DOUBLED | +203.1% | $12.2M | $4.6M |
| Concurrent Investment Advisors | DOUBLED | +782.4% | $5.2M | $4.0M |
| New York State Common Retirement Fund | DOUBLED | +185% | $7.9M | $2.7M |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Walleye Trading | EXIT | -100% | $11.1M | -$11.1M |
| Strs Ohio | NEAR_EXIT | -76.6% | $1.4M | -$1.2M |
Key Facts
- 35 buyers vs 2 sellers in 2026-Q2 institutional cluster
- Net institutional inflow of ~$10M ($22.3M bought, $12.3M sold)
- Multiple funds doubled positions: Commonwealth Equity Services (+208%, +$7.1M), Congress Asset Management (+203%, +$4.6M), Concurrent Investment Advisors (+782%, +$4.0M)
- Walleye Trading fully exited a $11.1M position; Strs Ohio trimmed 76.6%
- No insider open-market buying corroborates the cluster (confluence score 23/100, divergent)
Financial Impact
Net institutional accumulation of ~$10M, with 35 buyers adding $22.3M and 2 sellers reducing $12.3M
Risk Factors
- 13F data is 45+ days old; positions may have been unwound
- No insider buying to corroborate the institutional thesis
- Walleye Trading's full exit could signal a contrary view or profit-taking
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-POWL-2026-Q2 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 17, 2026 6w ago | Insider Cluster | $218.73 $171.37 | ▼ −21.65% | ▼ −19.67% | — |
Aug 9, 2026 7w ago | Institutional Cluster | $207.22 $183.85 | ▼ −11.28% | ▼ −10.36% | — |
Aug 3, 2026 8w ago | Press Release | $211.38 $172.14 | ▼ −18.56% | ▼ −17.33% | — |
Jul 6, 2026 12w ago | Insider Cluster | $248.05 $208.68 | ▼ −15.87% | ▼ −15.31% | — |
Jul 1, 2026 13w ago | Insider Cluster | $264.86 $186.39 | ▲ +29.63% | ▲ +27.44% | — |
May 15, 2026 20w ago | Insider Cluster | $266.71 $292.70 | ▲ +9.75% | ▲ +8.16% | — |
May 12, 2026 20w ago | Court Ruling | $308.05 $262.34 | ▼ −14.84% | ▼ −13.11% | — |
May 5, 2026 21w ago | 8-K | $294.69 $299.07 | ▲ +1.49% | ▼ −3.47% | — |
May 4, 2026 21w ago | Press Release | $294.69 $299.07 | ▲ +1.49% | ▼ −3.47% | — |
Apr 20, 2026 23w ago | Press Release | $240.97 $266.80 | ▲ +10.72% | ▲ +5.80% | — |
US Market Status
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