Position in BE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,179,924
+$516,159 QoQ
Shares Held
3,898
-20.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#668
of 1,277 holders
Holding Since
Sep 2025
4 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, 2026Roberts Wealth Advisors, LLC holds $1,179,924 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
|
3,898 | $1,179,924 |
All Filings in BE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,179,924 | 3,898 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $663,765 | 4,899 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $500,312 | 5,758 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $503,868 | 5,958 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||