Position in BE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,578,277
+$1,569,877 QoQ
Shares Held
5,214
+8309.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#48
of 154 holders
Holding Since
Mar 2021
16 quarters on record
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Spire Wealth Management holds $6,482,068 across 12 Electrical Equipment & Parts names. BE ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
11,115 | $3,721,523 | |
| 2 | BE |
Bloom Energy Corp
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|
5,214 | $1,578,277 | |
| 3 | POWL |
Powell Industries Inc
|
3,162 | $905,470 | |
| 4 | HUBB |
Hubbell Inc
|
187 | $97,838 | |
| 5 | NVT |
nVent Electric plc
|
503 | $85,313 | |
| 6 | ENS |
EnerSys
|
276 | $64,534 | |
| 7 | PLUG |
Plug Power Inc
|
5,300 | $14,363 | |
| 8 | EOSE |
Eos Energy Enterprises, Inc.
|
961 | $5,650 |
All Filings in BE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,578,277 | 5,214 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $8,400 | 62 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,344 | 50 | Shares | Sole | 2026-01-14 | |
| 2024-12-31 | $15,547 | 700 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,112 | 200 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,448 | 200 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,248 | 200 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,960 | 200 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,652 | 200 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,270 | 200 | Shares | Sole | 2023-08-09 | |
| 2022-06-30 | $8,250 | 500 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $12,075 | 500 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $10,965 | 500 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $9,360 | 500 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $13,435 | 500 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $13,525 | 500 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||