Position in BE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$302,700
+$270,000 QoQ
Shares Held
1,000
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#979
of 1,277 holders
Holding Since
Jun 2023
2 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, 2026WealthPLAN Partners, LLC holds $302,700 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
|
1,000 | $302,700 |
All Filings in BE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,700 | 1,000 | Shares | Sole | 2026-07-28 | |
| 2023-06-30 | $32,700 | 2,000 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||