Summit Financial, LLC

Position in BE — Bloom Energy Corp

CIK 1765536 PARSIPPANY, NJ

Position in BE

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$669,862

New position

Shares Held

4,944

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Mar 31, 2026

Summit Financial, LLC holds $8,959,864 across 3 Electrical Equipment & Parts names. BE ranks #2 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co	31,181	$7,813,334
2	BE	Bloom Energy Corp This page	4,944	$669,862
3	NVT	nVent Electric plc	4,030	$476,668

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$669,862	4,944	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.