Position in BWEN
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$56,576
+$22,050 QoQ
Shares Held
27,200
+123.0% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWEN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026NewEdge Advisors, LLC holds $244,750,542 across 47 Specialty Industrial Machinery names. BWEN ranks #33 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
71,010 | $61,984,629 | |
| 2 | CMI |
Cummins Inc
|
96,147 | $51,729,008 | |
| 3 | ETN |
Eaton Corp plc
|
143,355 | $51,273,782 | |
| 4 | EMR |
Emerson Electric Co
|
159,824 | $20,940,140 | |
| 5 | PH |
Parker-Hannifin Corp
|
16,476 | $14,749,974 | |
| 6 | ROK |
Rockwell Automation, Inc
|
34,470 | $12,370,593 | |
| 7 | ITW |
Illinois Tool Works Inc
|
38,132 | $9,925,378 | |
| 8 | XYL |
Xylem Inc.
|
34,923 | $4,173,298 |
All Filings in BWEN
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,576 | 27,200 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $34,526 | 12,200 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $25,620 | 12,200 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $22,082 | 12,200 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,690 | 12,200 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $22,936 | 12,200 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $62,976 | 27,743 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $192,355 | 58,645 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $245 | 103 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $285 | 103 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $329 | 103 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $382 | 100 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $414 | 108 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $193 | 108 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||