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Center for Financial Planning, Inc.

Position in BE — Bloom Energy Corp

CIK 1803557 SOUTHFIED, MI

Position in BE

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$76,280
+$8,265 QoQ
Shares Held
252
-49.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,118
of 1,276 holders
Holding Since
Mar 2024
10 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

Center for Financial Planning, Inc. holds $226,810 across 4 Electrical Equipment & Parts names. BE ranks #1 (33.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BE
Bloom Energy Corp
This page
252 $76,280

All Filings in BE

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $76,280 252
2026-03-31 $68,015 502
2025-12-31 $50,309 579
2025-09-30 $48,966 579
2025-06-30 $13,849 579
2025-03-31 $11,383 579
2024-12-31 $12,859 579
2024-09-30 $6,114 579
2024-06-30 $7,086 579
2024-03-31 $6,507 579