Position in BE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,144,750
New position
Shares Held
10,389
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#480
of 1,277 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Circle Wealth Management, LLC holds $3,144,750 across 1 Electrical Equipment & Parts name. BE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
This page
|
10,389 | $3,144,750 |
All Filings in BE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,144,750 | 10,389 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||