Patriot Financial Group Insurance Agency, LLC
InsurancePosition in BE — Bloom Energy Corp
CIK 1694883
Westborough, MA
Position in BE
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$542,230
+$539,673 QoQ
Shares Held
4,002
+2481.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
5 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, 2026Patriot Financial Group Insurance Agency, LLC holds $203,587 across 1 Electrical Equipment & Parts name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEIS |
Advanced Energy Industries Inc
|
546 | $203,587 |
All Filings in BE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $542,230 | 4,002 | Shares | Sole | 2026-04-22 | |
| 2022-06-30 | $2,557 | 155 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $4,709 | 195 | Shares | Sole | 2022-05-11 | |
| 2021-06-30 | $18,809 | 700 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $62,215 | 2,300 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||