Position in BE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$96,258
+$53,173 QoQ
Shares Held
318
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,103
of 1,277 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Derivatives in BE
reported options exposure · as of Dec 31, 2022CallValue
$7,992
CallShares
418
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Paladin Advisory Group, LLC holds $96,258 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
|
318 | $96,258 |
All Filings in BE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,258 | 318 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $43,085 | 318 | Shares | Other | 2026-04-30 | |
| 2025-12-31 | $27,631 | 318 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $35,350 | 418 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $9,998 | 418 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $8,217 | 418 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $9,283 | 418 | Shares | Other | 2025-01-23 | |
| 2024-09-30 | $4,414 | 418 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $5,116 | 418 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $4,698 | 418 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $6,186 | 418 | Shares | Other | 2024-01-31 | |
| 2023-09-30 | $5,542 | 418 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $6,834 | 418 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $8,330 | 418 | Shares | Other | 2023-04-21 | |
| 2022-12-31 | $7,992 | 418 | Call | Other | 2023-01-11 | |
| 2022-09-30 | $8,355 | 418 | Call | Other | 2022-10-07 | |
| 2022-06-30 | $6,897 | 418 | Call | Other | 2022-07-06 | |
| 2022-03-31 | $10,094 | 418 | Shares | Other | 2022-04-15 | |
| 2021-12-31 | $9,166 | 418 | Call | Other | 2022-01-11 | |
| No filing history on record for this holder in this stock. | ||||||