Position in BE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,342,352
+$2,395,716 QoQ
Shares Held
17,649
-18.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#391
of 1,277 holders
Holding Since
Dec 2024
7 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, 2026Palumbo Wealth Management LLC holds $5,342,352 across 1 Electrical Equipment & Parts name. BE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
This page
|
17,649 | $5,342,352 |
All Filings in BE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,342,352 | 17,649 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,946,636 | 21,748 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,860,923 | 21,417 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,982,659 | 23,444 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $384,537 | 16,076 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $316,820 | 16,115 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $262,766 | 11,831 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||