Independent Advisor Alliance

Position in BE — Bloom Energy Corp

CIK 1696899 CHARLOTTE, NC

Position in BE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$672,598

-$6,955,821 QoQ

Shares Held

2,222

-97.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#783

of 1,276 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Independent Advisor Alliance holds $6,999,821 across 6 Electrical Equipment & Parts names. BE ranks #4 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co	9,663	$3,235,365
2	POWL	Powell Industries Inc	6,043	$1,730,472
3	AYI	Acuity Inc. (De)	2,611	$983,458
4	BE	Bloom Energy Corp This page	2,222	$672,598
5	NVT	nVent Electric plc	1,987	$337,014
6	PLUG	Plug Power Inc	15,098	$40,914

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$672,598	2,222	-97.5%	Shares	Sole	2026-08-12
2025-12-31	$7,628,419	87,794	+3.6%	Shares	Sole	2026-02-04
2025-09-30	$7,167,137	84,748	—	Shares	Sole	2025-11-04
No filing history on record for this holder in this stock.