Position in BE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$453,891
+$224,622 QoQ
Shares Held
3,350
+23.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Derivatives in BE
reported options exposure · as of Dec 31, 2024CallValue
$888,400
CallShares
40,000
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 Mar 31, 2026DRW Securities, LLC holds $5,364,377 across 10 Electrical Equipment & Parts names. BE ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVT |
nVent Electric plc
|
12,571 | $1,486,897 | |
| 2 | ATKR |
Atkore Inc.
|
16,808 | $990,159 | |
| 3 | VRT |
Vertiv Holdings Co
|
3,728 | $934,162 | |
| 4 | BE |
Bloom Energy Corp
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|
3,350 | $453,891 | |
| 5 | ENS |
EnerSys
|
2,276 | $395,386 | |
| 6 | AYI |
Acuity Inc. (De)
|
1,309 | $366,807 | |
| 7 | HUBB |
Hubbell Inc
|
495 | $242,916 | |
| 8 | PLPC |
Preformed Line Products Co
|
839 | $227,159 |
All Filings in BE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $453,891 | 3,350 | Shares | Other | 2026-05-13 | |
| 2025-09-30 | $229,269 | 2,711 | Shares | Other | 2025-11-14 | |
| 2024-12-31 | $872,364 | 39,278 | Shares | Other | 2025-02-13 | |
| 2024-12-31 | $888,400 | 40,000 | Call | Other | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||