Position in BE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,803,304
+$1,690,525 QoQ
Shares Held
9,261
+12.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#507
of 1,275 holders
Holding Since
Dec 2025
3 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, 2026OneDigital Investment Advisors LLC holds $24,694,680 across 12 Electrical Equipment & Parts names. BE ranks #2 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
47,672 | $15,961,539 | |
| 2 | BE |
Bloom Energy Corp
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|
9,261 | $2,803,304 | |
| 3 | HUBB |
Hubbell Inc
|
3,625 | $1,896,600 | |
| 4 | POWL |
Powell Industries Inc
|
4,072 | $1,166,057 | |
| 5 | ENR |
Energizer Holdings, Inc.
|
37,493 | $803,849 | |
| 6 | AEIS |
Advanced Energy Industries Inc
|
1,392 | $519,035 | |
| 7 | FPS |
Forgent Power Solutions, Inc.
|
8,000 | $446,880 | |
| 8 | NVT |
nVent Electric plc
|
1,891 | $320,732 |
All Filings in BE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,803,304 | 9,261 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,112,779 | 8,213 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $481,544 | 5,542 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||