Position in BE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,664,850
+$919,655 QoQ
Shares Held
5,500
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.18%
of 13F equity value
Holder Rank
#604
of 1,277 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Straight Path Wealth Management holds $1,664,850 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
|
5,500 | $1,664,850 |
All Filings in BE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,664,850 | 5,500 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $745,195 | 5,500 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $477,895 | 5,500 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,099,410 | 13,000 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||