Position in BE
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$51,583,075
+$29,246,003 QoQ
Shares Held
380,715
+48.1% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 5.207307303363408.ToString("F0")%
Shared 0.ToString("F0")%
None 94.79269269663659.ToString("F0")%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Derivatives in BE
reported options exposure · as of Mar 31, 2026CallValue
$677,450
CallShares
5,000
PutValue
$2,059,448
PutShares
15,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026LPL Financial LLC holds $353,201,318 across 27 Electrical Equipment & Parts names. BE ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
772,033 | $193,456,029 | |
| 2 | BE |
Bloom Energy Corp
This page
|
380,715 | $51,583,075 | |
| 3 | NVT |
nVent Electric plc
|
252,190 | $29,829,033 | |
| 4 | AEIS |
Advanced Energy Industries Inc
|
59,649 | $19,249,328 | |
| 5 | HUBB |
Hubbell Inc
|
32,143 | $15,773,855 | |
| 6 | POWL |
Powell Industries Inc
|
29,081 | $15,735,147 | |
| 7 | AYI |
Acuity Inc. (De)
|
19,060 | $5,340,993 | |
| 8 | ENS |
EnerSys
|
24,990 | $4,341,262 |
All Filings in BE
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,059,448 | 15,200 | Put | Sole | 2026-05-06 | |
| 2026-03-31 | $677,450 | 5,000 | Call | Sole | 2026-05-06 | |
| 2026-03-31 | $51,583,075 | 380,715 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,477,130 | 17,000 | Put | Sole | 2026-02-11 | |
| 2025-12-31 | $22,337,072 | 257,073 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,691,400 | 20,000 | Put | Sole | 2025-11-12 | |
| 2025-09-30 | $18,346,784 | 216,942 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,001,074 | 167,269 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,384,974 | 121,311 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,954,912 | 178,069 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,314,466 | 219,173 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,008,061 | 82,358 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $614,884 | 54,705 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $841,557 | 56,862 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $986,040 | 74,362 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,006,980 | 61,589 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,124,071 | 56,401 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,004,660 | 52,545 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,359,939 | 68,031 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $951,934 | 57,693 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,523,333 | 63,078 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,213,671 | 55,343 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $957,303 | 51,138 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,453,290 | 54,086 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,429,727 | 52,855 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $835,324 | 29,146 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $473,850 | 26,369 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $259,857 | 23,884 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $93,151 | 17,811 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||