Position in BE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,217,337
+$2,910,485 QoQ
Shares Held
17,236
+1.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.56%
of 13F equity value
Holder Rank
#399
of 1,277 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Trust Investment Advisors holds $5,217,337 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
|
17,236 | $5,217,337 |
All Filings in BE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,217,337 | 17,236 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,306,852 | 17,026 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,415,090 | 16,286 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,196,750 | 14,151 | Shares | Sole | 2025-11-24 | |
| No filing history on record for this holder in this stock. | ||||||