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POWL SCHEDULE 13G: SEC filing

Filed with the SEC on · accession 0001445546-26-008034

POWL filed a SCHEDULE 13G (schedule 13g) with the SEC on Oct 27, 2026. First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation filed a joint Schedule 13G regarding their beneficial ownership of Powell Industries Inc. equity securities. The stock moved +2.7% by the first close after the filing.

Summary of the filing

First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation filed a joint Schedule 13G regarding their beneficial ownership of Powell Industries Inc. equity securities. The filing includes a Joint Filing Agreement executed by James M. Dykas, CFO.

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Key details

Issuer of the equity securities subject to the schedule 13gPowell Industries Inc.
Joint filerFirst Trust Portfolios L.P.
Joint filerFirst Trust Advisors L.P.
Joint filerThe Charger Corporation
Chief financial officer of first trust portfolios l.p. and first trust advisors l.p., and chief financial officer and treasurer of the charger corporationJames M. Dykas

How POWL stock reacted

Close before

$157.07

Oct 26, 2026

First close after

+2.73%

$161.36

5 trading days

-1.95%

$154.01

Since filing

-20.38%

$125.06

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Frequently asked questions

What did POWL file with the SEC on Oct 27, 2026?

POWL filed a SCHEDULE 13G (SEC filing). First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation filed a joint Schedule 13G regarding their beneficial ownership of Powell Industries Inc. equity securities. The filing includes a Joint Filing Agreement executed by James M. Dykas, CFO.

How do I read a SCHEDULE 13G?

A report the company filed with the SEC (the US market regulator). Start with the summary, then the key amounts and names. Compare it with the company’s earlier filings.

Why are SEC filings important?

Public companies must tell the SEC about anything that can change their value — results, leadership changes, big deals, new shares, bankruptcy. Filings are the official source, often before the news. A SCHEDULE 13G (schedule 13g): A report the company filed with the SEC (the US market regulator).

How did POWL stock react to this filing?

POWL closed at $157.07 before the filing and $161.36 on Oct 27, 2026 (+2.73%). Five trading days later: $154.01 (-1.95%).

Other POWL SEC filings

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