Position in BE
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$488,255
+$267,000 QoQ
Shares Held
1,613
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#851
of 1,276 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $759,794 across 2 Electrical Equipment & Parts names. BE ranks #1 (64.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
This page
|
1,613 | $488,255 | |
| 2 | VRT |
Vertiv Holdings Co
|
811 | $271,539 |
All Filings in BE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $488,255 | 1,613 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $221,255 | 1,633 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||