Position in BE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$42,983
-$582,980 QoQ
Shares Held
142
-96.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,141
of 1,277 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Derivatives in BE
reported options exposure · as of Jun 30, 2026CallValue
$1,210,800
CallShares
4,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Warren Street Wealth Advisors, LLC holds $42,983 across 1 Electrical Equipment & Parts name. BE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
This page
|
142 | $42,983 |
All Filings in BE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,210,800 | 4,000 | Call | Sole | 2026-07-23 | |
| 2026-06-30 | $42,983 | 142 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $625,963 | 4,620 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||