Position in BE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$61,457,483
+$38,249,944 QoQ
Shares Held
203,031
+18.5% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#124
of 1,282 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Derivatives in BE
reported options exposure · as of Jun 30, 2025CallValue
$47,840
CallShares
2,000
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, 2026Creative Planning holds $218,477,874 across 19 Electrical Equipment & Parts names. BE ranks #1 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
This page
|
203,031 | $61,457,483 | |
| 2 | VRT |
Vertiv Holdings Co
|
181,770 | $60,860,230 | |
| 3 | AEIS |
Advanced Energy Industries Inc
|
57,907 | $21,591,782 | |
| 4 | NVT |
nVent Electric plc
|
117,505 | $19,930,022 | |
| 5 | AYI |
Acuity Inc. (De)
|
46,960 | $17,687,952 | |
| 6 | ENS |
EnerSys
|
39,868 | $9,321,935 | |
| 7 | HUBB |
Hubbell Inc
|
14,877 | $7,783,646 | |
| 8 | POWL |
Powell Industries Inc
|
17,012 | $4,871,555 |
All Filings in BE
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31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,457,483 | 203,031 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $23,207,539 | 171,286 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $11,503,627 | 132,393 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $9,332,298 | 110,350 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $47,840 | 2,000 | Call | Sole | 2025-08-08 | |
| 2025-06-30 | $1,292,612 | 54,039 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,075,696 | 54,715 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $867,699 | 39,068 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $339,619 | 32,161 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $420,981 | 34,394 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $293,926 | 26,150 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $406,911 | 27,494 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $360,525 | 27,189 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $587,782 | 35,950 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $755,566 | 37,911 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $835,199 | 43,682 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $886,356 | 44,340 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $705,837 | 42,778 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,024,249 | 42,412 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $687,132 | 31,333 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $20,000 | 9,700 | Call | Sole | 2021-11-10 | |
| 2021-09-30 | $618,920 | 33,062 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $260,639 | 9,700 | Call | Sole | 2021-08-04 | |
| 2021-06-30 | $886,924 | 33,008 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $934,604 | 34,551 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $262,385 | 9,700 | Call | Sole | 2021-04-30 | |
| 2020-12-31 | $77,382 | 2,700 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $933,828 | 32,583 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $807,841 | 44,955 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $332,492 | 30,560 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $161,366 | 30,854 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||