Position in BE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,064,111
+$1,655,203 QoQ
Shares Held
6,819
+125.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#563
of 1,276 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $11,026,469 across 8 Electrical Equipment & Parts names. BE ranks #3 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
11,635 | $3,895,630 | |
| 2 | NVT |
nVent Electric plc
|
16,760 | $2,842,663 | |
| 3 | BE |
Bloom Energy Corp
This page
|
6,819 | $2,064,111 | |
| 4 | POWL |
Powell Industries Inc
|
5,636 | $1,613,924 | |
| 5 | HUBB |
Hubbell Inc
|
604 | $316,012 | |
| 6 | ENVX |
Enovix Corp
|
23,331 | $141,619 | |
| 7 | EOSE |
Eos Energy Enterprises, Inc.
|
14,698 | $86,424 | |
| 8 | PLUG |
Plug Power Inc
|
24,386 | $66,086 |
All Filings in BE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,064,111 | 6,819 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $408,908 | 3,018 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $471,562 | 5,576 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||