Position in BE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,646,385
+$944,548 QoQ
Shares Held
5,439
+5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#609
of 1,277 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Arkadios Wealth Advisors holds $10,195,071 across 7 Electrical Equipment & Parts names. BE ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
21,795 | $7,297,401 | |
| 2 | BE |
Bloom Energy Corp
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|
5,439 | $1,646,385 | |
| 3 | ENS |
EnerSys
|
1,259 | $294,378 | |
| 4 | AEIS |
Advanced Energy Industries Inc
|
763 | $284,499 | |
| 5 | ATKR |
Atkore Inc.
|
3,487 | $265,151 | |
| 6 | NVT |
nVent Electric plc
|
1,502 | $254,753 | |
| 7 | PLUG |
Plug Power Inc
|
56,275 | $152,504 |
All Filings in BE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,646,385 | 5,439 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $701,837 | 5,180 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $516,299 | 5,942 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $533,467 | 6,308 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||