Position in BE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,517,737
+$914,807 QoQ
Shares Held
5,014
+12.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#623
of 1,276 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $11,017,204 across 10 Electrical Equipment & Parts names. BE ranks #4 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
10,058 | $3,367,619 | |
| 2 | NVT |
nVent Electric plc
|
14,014 | $2,376,914 | |
| 3 | AYI |
Acuity Inc. (De)
|
4,224 | $1,591,011 | |
| 4 | BE |
Bloom Energy Corp
This page
|
5,014 | $1,517,737 | |
| 5 | ENVX |
Enovix Corp
|
117,376 | $712,472 | |
| 6 | AEIS |
Advanced Energy Industries Inc
|
1,505 | $561,169 | |
| 7 | FCEL |
Fuelcell Energy Inc
|
10,963 | $394,777 | |
| 8 | HUBB |
Hubbell Inc
|
466 | $243,811 |
All Filings in BE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,517,737 | 5,014 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $602,930 | 4,450 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $356,422 | 4,102 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $191,128 | 2,260 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||