AE Wealth Management LLC

Position in BE — Bloom Energy Corp

CIK 1697723 TOPEKA, KS

Position in BE

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,387,865

+$911,231 QoQ

Shares Held

4,585

+30.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#642

of 1,276 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

AE Wealth Management LLC holds $14,473,329 across 6 Electrical Equipment & Parts names. BE ranks #3 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVT	nVent Electric plc	51,864	$8,796,624
2	VRT	Vertiv Holdings Co	8,626	$2,888,143
3	BE	Bloom Energy Corp This page	4,585	$1,387,865
4	POWL	Powell Industries Inc	3,675	$1,052,363
5	HUBB	Hubbell Inc	632	$330,654
6	SKYX	SKYX Platforms Corp.	16,000	$17,680

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,387,865	4,585	+30.3%	Shares	Other	2026-08-03
2026-03-31	$476,634	3,518	+17.3%	Shares	Other	2026-05-13
2025-12-31	$260,573	2,999	—	Shares	Other	2026-01-26
No filing history on record for this holder in this stock.