Ullmann Wealth Partners Group, LLC
Position in BE — Bloom Energy Corp
CIK 1697725
JACKSONVILLE BEACH, FL
Position in BE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$607,821
+$336,841 QoQ
Shares Held
2,008
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#802
of 1,277 holders
Holding Since
Mar 2021
8 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, 2026Ullmann Wealth Partners Group, LLC holds $828,920 across 2 Electrical Equipment & Parts names. BE ranks #1 (73.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
This page
|
2,008 | $607,821 | |
| 2 | AYI |
Acuity Inc. (De)
|
587 | $221,099 |
All Filings in BE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $607,821 | 2,008 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $270,980 | 2,000 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $173,780 | 2,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $223,941 | 2,648 | Shares | Sole | 2025-10-17 | |
| 2022-03-31 | $232,274 | 9,618 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $210,922 | 9,618 | Shares | Sole | 2022-01-26 | |
| 2021-06-30 | $258,435 | 9,618 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $260,166 | 9,618 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||