Position in BE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,741,795
+$1,981,196 QoQ
Shares Held
42,378
-2.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 73.02908380273595.ToString("F0")%
Shared 0.ToString("F0")%
None 26.970916197264057.ToString("F0")%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026Focus Partners Wealth holds $137,539,431 across 12 Electrical Equipment & Parts names. BE ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAYW |
Hayward Holdings, Inc.
|
3,336,107 | $44,637,111 | |
| 2 | NVT |
nVent Electric plc
|
312,572 | $36,971,016 | |
| 3 | VRT |
Vertiv Holdings Co
|
111,734 | $27,998,305 | |
| 4 | ENS |
EnerSys
|
82,642 | $14,356,568 | |
| 5 | BE |
Bloom Energy Corp
This page
|
42,378 | $5,741,795 | |
| 6 | ENVX |
Enovix Corp
|
530,271 | $2,746,803 | |
| 7 | AYI |
Acuity Inc. (De)
|
6,198 | $1,736,803 | |
| 8 | POWL |
Powell Industries Inc
|
2,081 | $1,125,987 |
All Filings in BE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,741,795 | 42,378 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,760,599 | 43,280 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,676,386 | 31,647 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $499,234 | 20,871 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $394,438 | 20,063 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $440,024 | 19,812 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $108,398 | 10,265 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||