Position in BE
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$284,529
New position
Shares Held
2,100
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $1,238,737 across 2 Electrical Equipment & Parts names. BE ranks #2 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
3,808 | $954,208 | |
| 2 | BE |
Bloom Energy Corp
This page
|
2,100 | $284,529 |
All Filings in BE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $284,529 | 2,100 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||