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Burney Company’s Emcor EME Stock Holding History

Burney Company’s Portfolio EME Stock Details EME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.11M Sell
4,950
-131
-3% -$111K 0.11% 154
2026
Q1 		$3.75M Sell
5,081
-1,254
-20% -$913K 0.12% 152
2025
Q4 		$3.88M Buy
6,335
+635
+11% +$411K 0.12% 160
2025
Q3 		$3.7M Sell
5,700
-2,739
-32% -$1.66M 0.12% 165
2025
Q2 		$4.51M Sell
8,439
-263
-3% -$116K 0.15% 141
2025
Q1 		$3.22M Sell
8,702
-6,165
-41% -$2.67M 0.12% 162
2024
Q4 		$6.75M Buy
14,867
+7,605
+105% +$3.6M 0.24% 93
2024
Q3 		$3.13M Buy
7,262
+5,791
+394% +$2.19M 0.11% 170
2024
Q2 		$537K Buy
1,471
+516
+54% +$190K 0.02% 412
2024
Q1 		$334K Buy
+955
New +$256K 0.01% 509

Other funds holding EME

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Burney Company's EME Position: Q2 2026 in Review

Burney Company reduced its Emcor (EME) stake by 2.6% in Q2 2026, selling an estimated $111K and leaving 4,950 shares worth $4.11M. The position accounts for 0.11% of the portfolio, ranked #154.

Burney Company first reported a position in EME in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.75M in Q4 2024. 188 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Burney Company held 4,950 shares of Emcor worth $4.11M as of Q2 2026.
  • Burney Company sold 131 Emcor shares in Q2 2026, an estimated $111K.
  • Emcor made up 0.11% of Burney Company's portfolio in Q2 2026, its #154 holding.
  • Burney Company first reported a position in Emcor in Q1 2024 and has held it in 10 quarters since.
  • Burney Company's Emcor position peaked at $6.75M in Q4 2024.
  • 188 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.