Position in BE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$415,001
New position
Shares Held
1,371
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#891
of 1,276 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026HCR Wealth Advisors holds $6,197,677 across 2 Electrical Equipment & Parts names. BE ranks #2 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
17,271 | $5,782,676 | |
| 2 | BE |
Bloom Energy Corp
This page
|
1,371 | $415,001 |
All Filings in BE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,001 | 1,371 | Shares | Sole | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||