ESSEX INVESTMENT MANAGEMENT CO LLC BWEN — BROADWIND ENERGY INC

Ownership history in ESSEX INVESTMENT MANAGEMENT CO LLC  ·  32 quarters on record

AI Ownership Summary

ESSEX INVESTMENT MANAGEMENT CO LLC reported BROADWIND ENERGY INC (BWEN) in 32 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.06% in 2026 Q2. The latest visible filing shows BWEN at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BWEN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ESSEX INVESTMENT MANAGEMENT CO LLC's position in BROADWIND ENERGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BWEN was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BWEN stock page ESSEX INVESTMENT MANAGEMENT CO LLC fund profile ESSEX INVESTMENT MANAGEMENT CO LLC full holdings
How ESSEX INVESTMENT MANAGEMENT CO LLC held BWEN — position size vs. price
% of Fund (quarterly)    BWEN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 94,671 -117 -0.1% 0.06% $457K 2026-08-06 $4.47
2026 Q1 UNCHANGED — — — 94,788 — 0% 0.03% $197K 2026-05-11 $2.03
2025 Q4 UNCHANGED — — — 94,788 — 0% 0.04% $268K 2026-02-13 $2.41
2025 Q3 UNCHANGED — — — 94,788 — 0% 0.03% $199K 2025-11-06 $2.06
2025 Q2 ADDED — — — 94,788 +34,006 +55.9% 0.03% $172K 2025-08-12 $2.13
2025 Q1 UNCHANGED — — — 60,782 — 0% 0.02% $88K 2025-05-07 $1.58
2024 Q4 REDUCED 10.4% -22.9% ✅ 60,782 -7,030 -10.4% 0.02% $114K 2025-02-07 $1.76
2024 Q3 UNCHANGED — — — 67,812 — 0% 0.03% $154K 2024-10-10 $2.18
2024 Q2 REDUCED 65.4% -30.8% ✅ 67,812 -128,047 -65.4% 0.04% $222K 2024-08-12 $2.45
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BWEN

As of 2026 Q3 — sorted by position size

Deeter Investments LLP 0.02%

FAQ About ESSEX INVESTMENT MANAGEMENT CO LLC and BWEN

These are the practical questions this page is built to answer before you even open the full history table.

How long has ESSEX INVESTMENT MANAGEMENT CO LLC reported owning BWEN?

ESSEX INVESTMENT MANAGEMENT CO LLC reported BWEN across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported BWEN position in ESSEX INVESTMENT MANAGEMENT CO LLC's portfolio?

The largest reported portfolio weight for BWEN was 0.06% in 2026 Q2.

What is the latest reported BWEN position on this page?

The most recent filing on this page is 2026 Q2, when ESSEX INVESTMENT MANAGEMENT CO LLC reported 94,671 shares, equal to 0.06% of portfolio, with an estimated market value of $457K.

What does the chart on this BWEN ownership page compare?

The chart compares ESSEX INVESTMENT MANAGEMENT CO LLC's quarterly BWEN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ESSEX INVESTMENT MANAGEMENT CO LLC time their BWEN position?

Based on 13F filing dates vs. subsequent BWEN price moves, ESSEX INVESTMENT MANAGEMENT CO LLC correctly timed 11 out of 24 reported position changes (46%). The annualised alpha on BWEN relative to SPY over the holding period was +8.0%.

← Back to ESSEX INVESTMENT MANAGEMENT CO LLC Holdings