Summit Financial, LLC

Position in BE — Bloom Energy Corp

CIK 1765536 PARSIPPANY, NJ

Position in BE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,081,667

+$1,411,805 QoQ

Shares Held

6,877

+39.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#564

of 1,284 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Summit Financial, LLC holds $15,079,761 across 4 Electrical Equipment & Parts names. BE ranks #2 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co	34,345	$11,499,392
2	BE	Bloom Energy Corp This page	6,877	$2,081,667
3	NVT	nVent Electric plc	4,778	$810,396
4	FPS	Forgent Power Solutions, Inc.	12,322	$688,306

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,081,667	6,877	+39.1%	Shares	Sole	2026-08-12
2026-03-31	$669,862	4,944	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.