Position in BE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,687,552
+$1,188,272 QoQ
Shares Held
5,575
+51.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#600
of 1,276 holders
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026NewEdge Wealth, LLC holds $13,670,663 across 8 Electrical Equipment & Parts names. BE ranks #4 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
11,647 | $3,899,648 | |
| 2 | AYI |
Acuity Inc. (De)
|
8,797 | $3,313,478 | |
| 3 | ENS |
EnerSys
|
12,593 | $2,944,495 | |
| 4 | BE |
Bloom Energy Corp
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|
5,575 | $1,687,552 | |
| 5 | HUBB |
Hubbell Inc
|
1,424 | $745,036 | |
| 6 | NVT |
nVent Electric plc
|
4,091 | $693,874 | |
| 7 | AEIS |
Advanced Energy Industries Inc
|
772 | $287,855 | |
| 8 | EOSE |
Eos Energy Enterprises, Inc.
|
16,790 | $98,725 |
All Filings in BE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,687,552 | 5,575 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $499,280 | 3,685 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $598,845 | 6,892 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $317,137 | 3,750 | Shares | Sole | 2025-11-07 | |
| 2023-12-31 | $196,322 | 13,265 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||