Position in BWEN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$50,764
-$223,746 QoQ
Shares Held
24,406
-74.8% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
8 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in BWEN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $367,051,712 across 46 Specialty Industrial Machinery names. BWEN ranks #44 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AME |
Ametek Inc/
|
324,420 | $69,542,671 | |
| 2 | ETN |
Eaton Corp plc
|
154,580 | $55,288,628 | |
| 3 | GEV |
GE Vernova Inc.
|
50,478 | $44,062,246 | |
| 4 | EMR |
Emerson Electric Co
|
266,922 | $34,972,120 | |
| 5 | CMI |
Cummins Inc
|
59,739 | $32,140,776 | |
| 6 | ITW |
Illinois Tool Works Inc
|
56,911 | $14,813,364 | |
| 7 | ROK |
Rockwell Automation, Inc
|
37,285 | $13,380,840 | |
| 8 | PH |
Parker-Hannifin Corp
|
14,330 | $12,828,789 |
All Filings in BWEN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,764 | 24,406 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $274,510 | 97,000 | Shares | Sole | 2026-02-17 | |
| 2022-06-30 | $3,280 | 2,000 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $4,340 | 2,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,760 | 2,000 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $13,200 | 2,000 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $15,860 | 2,000 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,740 | 2,000 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||