Position in BE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$5,007,868
+$2,879,727 QoQ
Shares Held
16,544
+5.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.82%
of 13F equity value
Holder Rank
#406
of 1,276 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Cypress Wealth Services, LLC holds $5,036,724 across 2 Electrical Equipment & Parts names. BE ranks #1 (99.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
This page
|
16,544 | $5,007,868 | |
| 2 | PLUG |
Plug Power Inc
|
10,648 | $28,856 |
All Filings in BE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,007,868 | 16,544 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,128,141 | 15,707 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,100,809 | 12,669 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,056,110 | 12,488 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $297,158 | 12,423 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $243,489 | 12,385 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $275,070 | 12,385 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||