Position in BE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$23,610
+$16,100 QoQ
Shares Held
78
-74.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,175
of 1,276 holders
Holding Since
Jun 2021
5 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, 2026Concord Wealth Partners holds $281,421 across 2 Electrical Equipment & Parts names. BE ranks #2 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
770 | $257,811 | |
| 2 | BE |
Bloom Energy Corp
This page
|
78 | $23,610 |
All Filings in BE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,610 | 78 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $7,510 | 311 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $13,443 | 613 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,160 | 62 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,063 | 114 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||