Position in BE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$41,418,441
+$20,963,245 QoQ
Shares Held
136,830
-9.4% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#154
of 1,276 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Derivatives in BE
reported options exposure · as of Mar 31, 2026CallValue
$1,200
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Cetera Investment Advisers holds $197,245,823 across 19 Electrical Equipment & Parts names. BE ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
304,191 | $101,849,230 | |
| 2 | BE |
Bloom Energy Corp
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|
136,830 | $41,418,441 | |
| 3 | NVT |
nVent Electric plc
|
88,271 | $14,971,644 | |
| 4 | HUBB |
Hubbell Inc
|
13,911 | $7,278,235 | |
| 5 | AEIS |
Advanced Energy Industries Inc
|
17,389 | $6,483,836 | |
| 6 | FPS |
Forgent Power Solutions, Inc.
|
112,882 | $6,305,588 | |
| 7 | POWL |
Powell Industries Inc
|
18,507 | $5,299,664 | |
| 8 | ENS |
EnerSys
|
19,802 | $4,630,103 |
All Filings in BE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,418,441 | 136,830 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,200 | 100 | Call | Sole | 2026-05-13 | |
| 2026-03-31 | $20,455,196 | 150,972 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,667,434 | 88,243 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,803,149 | 80,444 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,473,041 | 61,582 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $609,007 | 30,977 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $529,530 | 23,842 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $209,996 | 19,886 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $285,950 | 23,362 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $489,648 | 43,563 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $378,850 | 25,598 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $341,776 | 25,775 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $422,941 | 25,868 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $537,671 | 26,978 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $509,452 | 26,645 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $496,221 | 30,074 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $757,875 | 31,382 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $652,132 | 29,737 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $577,624 | 30,856 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $732,798 | 27,272 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $694,806 | 25,686 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $757,311 | 26,424 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||