Position in BE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,032,990
+$7,488,907 QoQ
Shares Held
49,663
-10.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#264
of 1,277 holders
Holding Since
Sep 2020
6 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Informed Momentum Co LLC holds $44,170,611 across 7 Electrical Equipment & Parts names. BE ranks #1 (34.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
This page
|
49,663 | $15,032,990 | |
| 2 | PLPC |
Preformed Line Products Co
|
20,043 | $8,228,854 | |
| 3 | POWL |
Powell Industries Inc
|
25,430 | $7,282,134 | |
| 4 | FCEL |
Fuelcell Energy Inc
|
178,858 | $6,440,676 | |
| 5 | ENS |
EnerSys
|
19,228 | $4,495,890 | |
| 6 | RFIL |
R F Industries Ltd
|
64,275 | $1,363,272 | |
| 7 | ESP |
Espey Mfg & Electronics Corp
|
19,700 | $1,326,795 |
All Filings in BE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,032,990 | 49,663 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,544,083 | 55,680 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,937,750 | 33,810 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,018,927 | 94,820 | Shares | Sole | 2025-11-14 | |
| 2020-12-31 | $2,125,110 | 74,149 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,088,424 | 60,569 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||