EverSource Wealth Advisors, LLC

Position in BE — Bloom Energy Corp

CIK 1710537 BIRMINGHAM, AL

Position in BE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$361,118

+$221,977 QoQ

Shares Held

1,193

+16.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#925

of 1,276 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $4,368,947 across 21 Electrical Equipment & Parts names. BE ranks #4 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co	5,425	$1,816,392
2	NVT	nVent Electric plc	5,740	$973,555
3	AYI	Acuity Inc. (De)	1,178	$443,700
4	BE	Bloom Energy Corp This page	1,193	$361,118
5	HUBB	Hubbell Inc	497	$260,027
6	ENS	EnerSys	965	$225,632
7	AEIS	Advanced Energy Industries Inc	264	$98,433
8	HAYW	Hayward Holdings, Inc.	4,663	$80,713

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$361,118	1,193	+16.2%	Shares	Sole	2026-07-24
2026-03-31	$139,141	1,027	+30.8%	Shares	Sole	2026-05-18
2025-12-31	$68,204	785	+1.0%	Shares	Sole	2026-02-06
2025-09-30	$65,709	777	+0.1%	Shares	Sole	2025-11-10
2025-06-30	$18,559	776	+0.4%	Shares	Sole	2025-08-13
2025-03-31	$15,195	773	+167.5%	Shares	Sole	2025-05-13
2024-12-31	$6,416	289	+15.1%	Shares	Sole	2025-02-10
2024-09-30	$2,649	251	0.0%	Shares	Sole	2024-11-08
2024-06-30	$3,071	251	+6.4%	Shares	Sole	2024-08-13
2024-03-31	$2,651	236	+35.6%	Shares	Sole	2024-06-11
2023-12-31	$2,575	174	+135.1%	Shares	Sole	2024-02-09
2023-09-30	$981	74	—	Shares	Sole	2023-11-03
No filing history on record for this holder in this stock.