Position in BE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,461,132
+$994,776 QoQ
Shares Held
4,827
+40.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#633
of 1,275 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, 2026HB Wealth Management, LLC holds $13,115,666 across 9 Electrical Equipment & Parts names. BE ranks #4 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
13,699 | $4,586,699 | |
| 2 | NVT |
nVent Electric plc
|
15,187 | $2,575,867 | |
| 3 | AYI |
Acuity Inc. (De)
|
5,805 | $2,186,511 | |
| 4 | BE |
Bloom Energy Corp
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|
4,827 | $1,461,132 | |
| 5 | HUBB |
Hubbell Inc
|
1,660 | $868,512 | |
| 6 | AEIS |
Advanced Energy Industries Inc
|
1,558 | $580,931 | |
| 7 | ENS |
EnerSys
|
1,459 | $341,143 | |
| 8 | POWL |
Powell Industries Inc
|
1,148 | $328,741 |
All Filings in BE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,461,132 | 4,827 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $466,356 | 3,442 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $294,383 | 3,388 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $300,646 | 3,555 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||