Position in BE
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$4,149,411
+$2,292,792 QoQ
Shares Held
13,708
+0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
4.16%
of 13F equity value
Holder Rank
#435
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, 2026David J Yvars Group holds $4,897,015 across 2 Electrical Equipment & Parts names. BE ranks #1 (84.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
This page
|
13,708 | $4,149,411 | |
| 2 | AEIS |
Advanced Energy Industries Inc
|
2,005 | $747,604 |
All Filings in BE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,149,411 | 13,708 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,856,619 | 13,703 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,070,919 | 12,325 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,871,703 | 22,132 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||