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Key Financial Inc

Position in BE — Bloom Energy Corp

CIK 1801720 WEST CHESTER, PA

Position in BE

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$302,700
+$167,210 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#976
of 1,276 holders
Holding Since
Mar 2023
14 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, 2026

Key Financial Inc holds $414,274 across 7 Electrical Equipment & Parts names. BE ranks #1 (73.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BE
Bloom Energy Corp
This page
1,000 $302,700

All Filings in BE

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $302,700 1,000
2026-03-31 $135,490 1,000
2025-12-31 $86,890 1,000
2025-09-30 $84,570 1,000
2025-06-30 $23,920 1,000
2025-03-31 $19,660 1,000
2024-12-31 $22,210 1,000
2024-09-30 $10,560 1,000
2024-06-30 $12,240 1,000
2024-03-31 $11,240 1,000
2023-12-31 $14,800 1,000
2023-09-30 $13,260 1,000
2023-06-30 $16,350 1,000
2023-03-31 $19,930 1,000