Position in BE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$40,864
+$28,806 QoQ
Shares Held
135
+51.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,143
of 1,276 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, 2026Carolina Wealth Advisors, LLC holds $62,117 across 2 Electrical Equipment & Parts names. BE ranks #1 (65.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
This page
|
135 | $40,864 | |
| 2 | AEIS |
Advanced Energy Industries Inc
|
57 | $21,253 |
All Filings in BE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,864 | 135 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $12,058 | 89 | Shares | Sole | 2026-04-07 | |
| No filing history on record for this holder in this stock. | ||||||