Position in BE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$131,701,137
+$80,118,062 QoQ
Shares Held
435,088
+14.3% QoQ
Ownership
0.153%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#73
of 1,276 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Derivatives in BE
reported options exposure · as of Jun 30, 2026CallValue
$1,513,500
CallShares
5,000
PutValue
$3,027,000
PutShares
10,000
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 Jun 30, 2026LPL Financial LLC holds $557,351,128 across 24 Electrical Equipment & Parts names. BE ranks #2 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
804,749 | $269,446,060 | |
| 2 | BE |
Bloom Energy Corp
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|
435,088 | $131,701,137 | |
| 3 | NVT |
nVent Electric plc
|
258,672 | $43,873,357 | |
| 4 | POWL |
Powell Industries Inc
|
105,792 | $30,294,597 | |
| 5 | HUBB |
Hubbell Inc
|
38,094 | $19,930,780 | |
| 6 | AEIS |
Advanced Energy Industries Inc
|
45,831 | $17,089,004 | |
| 7 | ENS |
EnerSys
|
28,202 | $6,594,191 | |
| 8 | EOSE |
Eos Energy Enterprises, Inc.
|
793,271 | $4,664,433 |
All Filings in BE
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,027,000 | 10,000 | Put | Sole | 2026-08-07 | |
| 2026-06-30 | $131,701,137 | 435,088 | Shares | Sole | 2026-08-07 | |
| 2026-06-30 | $1,513,500 | 5,000 | Call | Sole | 2026-08-07 | |
| 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. | ||||||