Position in BE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,183,798
+$1,972,654 QoQ
Shares Held
10,518
+17.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#476
of 1,276 holders
Holding Since
Sep 2022
8 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Lido Advisors, LLC holds $38,904,668 across 8 Electrical Equipment & Parts names. BE ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVT |
nVent Electric plc
|
149,128 | $25,293,600 | |
| 2 | VRT |
Vertiv Holdings Co
|
21,677 | $7,257,892 | |
| 3 | BE |
Bloom Energy Corp
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|
10,518 | $3,183,798 | |
| 4 | EOSE |
Eos Energy Enterprises, Inc.
|
217,121 | $1,276,671 | |
| 5 | AYI |
Acuity Inc. (De)
|
1,837 | $691,924 | |
| 6 | HUBB |
Hubbell Inc
|
907 | $474,541 | |
| 7 | AEIS |
Advanced Energy Industries Inc
|
1,010 | $376,597 | |
| 8 | POWL |
Powell Industries Inc
|
1,221 | $349,645 |
All Filings in BE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,183,798 | 10,518 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,211,144 | 8,939 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,186,482 | 13,655 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $595,541 | 7,042 | Shares | Defined | 2025-11-14 | |
| 2023-09-30 | $143,115 | 10,793 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $170,661 | 10,438 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $208,029 | 10,438 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $232,543 | 11,633 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||