Position in BE
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,298,400
+$300,034 QoQ
Shares Held
9,583
-16.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026IFP Advisors, Inc holds $13,867,379 across 24 Electrical Equipment & Parts names. BE ranks #2 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
43,911 | $11,003,218 | |
| 2 | BE |
Bloom Energy Corp
This page
|
9,583 | $1,298,400 | |
| 3 | HUBB |
Hubbell Inc
|
1,157 | $567,786 | |
| 4 | NVT |
nVent Electric plc
|
4,183 | $494,765 | |
| 5 | KE |
Kimball Electronics, Inc.
|
7,830 | $185,492 | |
| 6 | PLUG |
Plug Power Inc
|
29,105 | $65,777 | |
| 7 | AYI |
Acuity Inc. (De)
|
191 | $53,522 | |
| 8 | ENS |
EnerSys
|
218 | $37,870 |
All Filings in BE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,298,400 | 9,583 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $998,366 | 11,490 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $172,184 | 2,036 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $49,657 | 2,076 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,457 | 125 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $86,929 | 3,914 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $17,952 | 1,700 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $42,228 | 3,450 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $38,778 | 3,450 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $66,304 | 4,480 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $59,404 | 4,480 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $73,248 | 4,480 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $107,223 | 5,380 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $118,620 | 6,204 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $123,198 | 6,163 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $102,019 | 6,183 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $149,319 | 6,183 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $122,873 | 5,603 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $139,894 | 7,473 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $202,143 | 7,523 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $189,972 | 7,023 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $193,455 | 6,750 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $206,834 | 11,510 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $39,168 | 3,600 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $24,058 | 4,600 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||