Position in BE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,571,315
+$466,937 QoQ
Shares Held
5,191
-36.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#613
of 1,272 holders
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Derivatives in BE
reported options exposure · as of Mar 31, 2026CallValue
$203,235
CallShares
1,500
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, 2026Valeo Financial Advisors, LLC holds $6,816,393 across 6 Electrical Equipment & Parts names. BE ranks #2 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
9,934 | $3,326,101 | |
| 2 | BE |
Bloom Energy Corp
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|
5,191 | $1,571,315 | |
| 3 | POWL |
Powell Industries Inc
|
3,834 | $1,097,904 | |
| 4 | NVT |
nVent Electric plc
|
3,414 | $579,048 | |
| 5 | KE |
Kimball Electronics, Inc.
|
7,822 | $200,243 | |
| 6 | PLUG |
Plug Power Inc
|
15,418 | $41,782 |
All Filings in BE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,571,315 | 5,191 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $203,235 | 1,500 | Call | Sole | 2026-05-08 | |
| 2026-03-31 | $1,104,378 | 8,151 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $675,743 | 7,777 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $92,012 | 1,088 | Shares | Sole | 2025-11-03 | |
| 2025-09-30 | $211,425 | 2,500 | Call | Sole | 2025-11-03 | |
| 2020-06-30 | $337 | 31 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $162 | 31 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||