Position in BE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$23,416,266
+$11,442,202 QoQ
Shares Held
77,358
-12.5% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#212
of 1,282 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $97,767,558 across 15 Electrical Equipment & Parts names. BE ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AYI |
Acuity Inc. (De)
|
84,951 | $31,997,643 | |
| 2 | BE |
Bloom Energy Corp
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|
77,358 | $23,416,266 | |
| 3 | VRT |
Vertiv Holdings Co
|
56,334 | $18,861,749 | |
| 4 | HUBB |
Hubbell Inc
|
13,282 | $6,949,142 | |
| 5 | AEIS |
Advanced Energy Industries Inc
|
13,829 | $5,156,419 | |
| 6 | NVT |
nVent Electric plc
|
28,081 | $4,762,818 | |
| 7 | ENS |
EnerSys
|
9,967 | $2,330,483 | |
| 8 | FPS |
Forgent Power Solutions, Inc.
|
25,793 | $1,440,796 |
All Filings in BE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,416,266 | 77,358 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $11,974,064 | 88,376 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,658,484 | 88,140 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,007,425 | 94,684 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $2,712,193 | 113,386 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,234,417 | 113,653 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,803,035 | 126,206 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,795,337 | 170,013 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,908,007 | 155,883 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,883,363 | 167,559 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,413,998 | 163,108 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,395,551 | 180,660 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,995,696 | 183,223 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,483,644 | 174,794 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,334,451 | 174,396 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,597,620 | 179,971 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $1,240,206 | 75,164 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $1,815,862 | 75,191 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,747,886 | 79,703 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,288,538 | 122,251 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,369,047 | 88,167 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,682,629 | 99,173 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,133,073 | 39,535 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $775,764 | 43,170 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $345,603 | 31,765 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||