Position in BE
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$4,253,844
+$1,923,802 QoQ
Shares Held
31,396
+17.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 4.0546566441584915.ToString("F0")%
Shared 0.ToString("F0")%
None 95.9453433558415.ToString("F0")%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026NewEdge Advisors, LLC holds $51,826,378 across 29 Electrical Equipment & Parts names. BE ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
119,374 | $29,912,736 | |
| 2 | EOSE |
Eos Energy Enterprises, Inc.
|
993,639 | $4,928,449 | |
| 3 | KE |
Kimball Electronics, Inc.
|
187,186 | $4,434,436 | |
| 4 | BE |
Bloom Energy Corp
This page
|
31,396 | $4,253,844 | |
| 5 | NVT |
nVent Electric plc
|
21,983 | $2,600,149 | |
| 6 | POWL |
Powell Industries Inc
|
10,818 | $1,951,134 | |
| 7 | ENS |
EnerSys
|
5,819 | $1,010,876 | |
| 8 | AYI |
Acuity Inc. (De)
|
2,580 | $722,967 |
All Filings in BE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,253,844 | 31,396 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $2,330,042 | 26,816 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,222,966 | 14,461 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $23,106 | 966 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $36,705 | 1,867 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,352 | 241 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,544 | 241 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $70,269 | 5,741 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $58,908 | 5,241 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $77,566 | 5,241 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,195 | 241 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,940 | 241 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,803 | 241 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $33,440 | 1,749 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||