Position in BE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,214,250
+$915,850 QoQ
Shares Held
7,315
-23.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#551
of 1,280 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026IFP Advisors, Inc holds $19,948,107 across 26 Electrical Equipment & Parts names. BE ranks #2 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
44,957 | $15,052,502 | |
| 2 | BE |
Bloom Energy Corp
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|
7,315 | $2,214,250 | |
| 3 | NVT |
nVent Electric plc
|
4,905 | $831,937 | |
| 4 | HUBB |
Hubbell Inc
|
1,181 | $617,899 | |
| 5 | POWL |
Powell Industries Inc
|
1,293 | $370,263 | |
| 6 | AYI |
Acuity Inc. (De)
|
707 | $266,298 | |
| 7 | KE |
Kimball Electronics, Inc.
|
8,422 | $215,603 | |
| 8 | PLUG |
Plug Power Inc
|
30,105 | $81,584 |
All Filings in BE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,214,250 | 7,315 | Shares | Sole | 2026-07-20 | |
| 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 | 2023-08-04 | |
| 2023-03-31 | $107,223 | 5,380 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $155 | 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 | $135,312 | 5,603 | Shares | Sole | 2022-08-08 | |
| 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. | ||||||