Position in BE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$23,207,539
+$11,703,912 QoQ
Shares Held
171,286
+29.4% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Creative Planning holds $124,912,506 across 19 Electrical Equipment & Parts names. BE ranks #2 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
170,008 | $42,600,603 | |
| 2 | BE |
Bloom Energy Corp
This page
|
171,286 | $23,207,539 | |
| 3 | AEIS |
Advanced Energy Industries Inc
|
55,620 | $17,949,130 | |
| 4 | NVT |
nVent Electric plc
|
91,598 | $10,834,211 | |
| 5 | HUBB |
Hubbell Inc
|
14,782 | $7,254,118 | |
| 6 | AYI |
Acuity Inc. (De)
|
21,136 | $5,922,729 | |
| 7 | ENS |
EnerSys
|
30,706 | $5,334,246 | |
| 8 | KE |
Kimball Electronics, Inc.
|
140,426 | $3,326,691 |
All Filings in BE
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $181,584 | 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. | ||||||