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POWERSECURE INTERNATIONAL, INC. hedge fund holdings

POWR
$24.88+0.13 (+0.53% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

POWR · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-2.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20251314$4.93M$3.23M43Aug 14, 2025
Q3 20251213$3.09M$4.42M47Nov 14, 2025
Q4 20251813$3.32M$5.32M43Feb 14, 2026
Q1 2026359$21.1M$2.29M57May 15, 2026
Q2 2026529$169M$11M87Aug 14, 2026

Quarterly action breakdown

Q2 2026
87 filers
New position
32
$142M+5.08M sh
Increased
20
$27.5M+983K sh
Reduced
8
-$10.7M-384K sh
Out / sold
1
-$229K-8.18K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Treasurer of the State of North CarolinaNew Buy+$104M$104M0.27%Aug 14, 2026
FFG Partners, LLCNew Buy+$11.1M$11.1M3.16%Jul 9, 2026
Palladiem, LLCNew Buy+$5.42M$5.42M5.26%Aug 13, 2026
Focus Financial Network, Inc.New Buy+$3.71M$3.71M0.11%Jul 9, 2026
MML Investors Services, LLCNew Buy+$1.87M$1.87M0.00%Aug 7, 2026
Lionsbridge Wealth Management LLCNew Buy+$1.6M$1.6M1.57%Aug 5, 2026
Mezzasalma Advisors, LLCNew Buy+$1.56M$1.56M0.31%Aug 10, 2026
Heritage Oak Wealth Advisors LLCNew Buy+$1.36M$1.36M0.40%Jul 23, 2026
James J. Burns & Company, LLCNew Buy+$1.02M$1.02M0.11%Aug 6, 2026
Mgo One Seven LLCNew Buy+$1M$1M0.02%Jul 31, 2026
Flow Traders U.S. LLCReduce 57.35%-$995K$740K0.03%Aug 14, 2026
Clear Creek Financial Management, LLCNew Buy+$646K$646K0.04%Jul 28, 2026
Geneos Wealth Management Inc.New Buy+$638K$638K0.01%Aug 6, 2026
Perryman Financial Advisory IncNew Buy+$609K$609K0.08%Jul 24, 2026
Summit Wealth Partners, LLCNew Buy+$429K$429K0.06%Aug 3, 2026
Wealthfront Advisers LLCAdded 34.40%+$427K$1.67M0.00%Aug 7, 2026
Kingswood Wealth Advisors, LLCNew Buy+$408K$408K0.02%Jul 27, 2026
Principal Securities, Inc.New Buy+$402K$402K0.00%Aug 4, 2026
Thompson David BlairAdded 40.03%+$356K$1.25M0.62%Aug 14, 2026
Fiduciary Financial Group, LLCNew Buy+$237K$237K0.03%Jul 10, 2026
Bright Futures Wealth Management, LLC.Reduce 15.32%-$229K$1.27M0.82%Jul 24, 2026
Sculati Wealth Management, LLCSell 100%-$215K$00.00%Jul 21, 2026
Carlson Financial, Inc.New Buy+$208K$208K0.11%Aug 24, 2026
Strategic Blueprint, LLCAdded 75.85%+$195K$451K0.02%Jul 23, 2026
Arrowroot Family Office, LLCReduce 12.18%-$133K$963K0.28%Aug 6, 2026
Guardian Asset Advisors, LLCReduce 27.35%-$110K$292K0.13%Jul 21, 2026
Silverlake Wealth Management LLCAdded 26.01%+$82.5K$399K0.08%Aug 6, 2026
Fisher Asset Management, LLCReduce 2.71%-$36.3K$1.3M0.00%Aug 4, 2026
Teamwork Financial Advisors, LLCReduce 2.19%-$19.6K$875K0.08%Jul 8, 2026
ARS Investment Partners, LLCAdded 0.90%+$17.8K$1.98M0.09%Jul 9, 2026
Princeton Global Asset Management LLCNew Buy+$12.7K$12.7K0.00%Jul 16, 2026
Gould Capital, LLCNew Buy+$11.2K$11.2K0.01%Aug 7, 2026
SHP Wealth ManagementNew Buy+$7.16K$7.16K0.00%Aug 11, 2026
D.A. Davidson & Co.Reduce 2.96%-$7.16K$235K0.00%Jul 24, 2026
Tidemark, LLCAdded 3.14%+$4.42K$145K0.03%Aug 10, 2026
Planned Solutions, Inc.Reduce 0.34%-$3.61K$1.06M0.30%Jul 13, 2026
Institute for Wealth Management, LLC.New Buy+$1.02K$1.02K0.00%Jul 28, 2026
Leo H. Evart, Inc.Added 0.28%+$28$10K0.01%Aug 18, 2026

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