WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in BE — Bloom Energy Corp
CIK 1632972
PLYMOUTH, MN
Position in BE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$9,366,748
+$5,727,352 QoQ
Shares Held
30,944
+15.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#47
of 404 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Derivatives in BE
reported options exposure · as of Dec 31, 2025CallValue
$955,790
CallShares
11,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $165,684,774 across 16 Electrical Equipment & Parts names. BE ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
330,319 | $110,597,407 | |
| 2 | HUBB |
Hubbell Inc
|
20,567 | $10,760,654 | |
| 3 | NVT |
nVent Electric plc
|
62,785 | $10,648,963 | |
| 4 | AYI |
Acuity Inc. (De)
|
24,958 | $9,400,680 | |
| 5 | BE |
Bloom Energy Corp
This page
|
30,944 | $9,366,748 | |
| 6 | AEIS |
Advanced Energy Industries Inc
|
15,959 | $5,950,632 | |
| 7 | ENS |
EnerSys
|
15,312 | $3,580,251 | |
| 8 | POWL |
Powell Industries Inc
|
7,304 | $2,091,573 |
All Filings in BE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,366,748 | 30,944 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,639,396 | 26,861 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,483,924 | 28,587 | Shares | Sole | 2026-01-08 | |
| 2025-12-31 | $955,790 | 11,000 | Call | Sole | 2026-01-08 | |
| 2025-09-30 | $930,270 | 11,000 | Call | Sole | 2025-10-29 | |
| 2025-09-30 | $2,530,588 | 29,923 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $843,825 | 35,277 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $717,472 | 36,494 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $849,510 | 38,249 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $489,984 | 46,400 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $360,186 | 29,427 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $454,388 | 40,426 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $597,979 | 40,404 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $622,013 | 46,909 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||