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Heritage Wealth Advisors

Position in BE — Bloom Energy Corp

CIK 1591122 RICHMOND, VA

Position in BE

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$77,793
+$42,973 QoQ
Shares Held
257
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,116
of 1,276 holders
Holding Since
Mar 2025
6 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, 2026

Heritage Wealth Advisors holds $152,987 across 4 Electrical Equipment & Parts names. BE ranks #1 (50.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BE
Bloom Energy Corp
This page
257 $77,793

All Filings in BE

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $77,793 257
2026-03-31 $34,820 257
2025-12-31 $22,330 257
2025-09-30 $21,734 257
2025-06-30 $6,147 257
2025-03-31 $5,052 257