Position in BE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$103,826
+$67,244 QoQ
Shares Held
343
+27.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,098
of 1,275 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Derivatives in BE
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$3,075
PutShares
300
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, 2026Larson Financial Group LLC holds $6,245,707 across 21 Electrical Equipment & Parts names. BE ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KE |
Kimball Electronics, Inc.
|
171,191 | $4,382,489 | |
| 2 | VRT |
Vertiv Holdings Co
|
3,200 | $1,071,424 | |
| 3 | POWL |
Powell Industries Inc
|
939 | $268,892 | |
| 4 | NVT |
nVent Electric plc
|
1,214 | $205,906 | |
| 5 | BE |
Bloom Energy Corp
This page
|
343 | $103,826 | |
| 6 | AYI |
Acuity Inc. (De)
|
240 | $90,398 | |
| 7 | AEIS |
Advanced Energy Industries Inc
|
125 | $46,608 | |
| 8 | HUBB |
Hubbell Inc
|
38 | $19,881 |
All Filings in BE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,075 | 300 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $103,826 | 343 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $36,582 | 270 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,727 | 181 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $13,277 | 157 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,329 | 181 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,519 | 179 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $528 | 50 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||