Position in BE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$731,020
+$205,184 QoQ
Shares Held
2,415
-37.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#772
of 1,276 holders
Holding Since
Jun 2023
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Derivatives in BE
reported options exposure · as of Mar 31, 2026CallValue
$119,510
CallShares
100,000
PutValue
$0
PutShares
0
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, 2026B. Riley Wealth Advisors, Inc. holds $4,051,873 across 7 Electrical Equipment & Parts names. BE ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
5,631 | $1,885,371 | |
| 2 | BE |
Bloom Energy Corp
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|
2,415 | $731,020 | |
| 3 | AMPX |
Amprius Technologies, Inc.
|
48,100 | $666,666 | |
| 4 | NVT |
nVent Electric plc
|
2,043 | $346,513 | |
| 5 | HUBB |
Hubbell Inc
|
614 | $321,244 | |
| 6 | ENVX |
Enovix Corp
|
10,833 | $65,756 | |
| 7 | PLUG |
Plug Power Inc
|
13,027 | $35,303 |
All Filings in BE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $731,020 | 2,415 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $525,836 | 3,881 | Shares | Sole | 2026-04-27 | |
| 2026-03-31 | $119,510 | 100,000 | Call | Sole | 2026-04-27 | |
| 2025-12-31 | $86,890 | 1,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $414,291 | 4,768 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $236,796 | 2,800 | Shares | Sole | 2025-10-31 | |
| 2025-09-30 | $64,273 | 76,000 | Call | Sole | 2025-10-31 | |
| 2024-09-30 | $226,026 | 21,404 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $215,179 | 17,580 | Shares | Sole | 2024-08-19 | |
| 2023-06-30 | $725,367 | 44,365 | Shares | Sole | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||