Position in BE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$758,868
+$517,561 QoQ
Shares Held
2,507
+40.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#770
of 1,280 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Allworth Financial LP holds $19,620,878 across 25 Electrical Equipment & Parts names. BE ranks #4 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HUBB |
Hubbell Inc
|
19,670 | $10,291,344 | |
| 2 | VRT |
Vertiv Holdings Co
|
16,852 | $5,642,386 | |
| 3 | NVT |
nVent Electric plc
|
5,347 | $906,904 | |
| 4 | BE |
Bloom Energy Corp
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|
2,507 | $758,868 | |
| 5 | AYI |
Acuity Inc. (De)
|
1,848 | $696,067 | |
| 6 | AEIS |
Advanced Energy Industries Inc
|
1,756 | $654,759 | |
| 7 | ENS |
EnerSys
|
599 | $140,058 | |
| 8 | FPS |
Forgent Power Solutions, Inc.
|
1,545 | $86,303 |
All Filings in BE
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $758,868 | 2,507 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $241,307 | 1,781 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $157,184 | 1,809 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $110,702 | 1,309 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $263,263 | 11,006 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $16,652 | 847 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $18,189 | 819 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $8,500 | 805 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $11,003 | 899 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $8,407 | 748 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $11,070 | 748 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $17,901 | 1,350 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $21,255 | 1,300 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $25,909 | 1,300 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $24,856 | 1,300 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $26,526 | 1,327 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $21,598 | 1,309 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $31,950 | 1,323 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||