Position in BE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,440,246
+$816,451 QoQ
Shares Held
4,758
+3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#635
of 1,272 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Western Wealth Management, LLC holds $1,963,904 across 2 Electrical Equipment & Parts names. BE ranks #1 (73.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
This page
|
4,758 | $1,440,246 | |
| 2 | VRT |
Vertiv Holdings Co
|
1,564 | $523,658 |
All Filings in BE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,440,246 | 4,758 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $623,795 | 4,604 | Shares | Sole | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||