Position in BE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$54,485
+$52,748 QoQ
Shares Held
180
+800.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,133
of 1,277 holders
Holding Since
Mar 2023
8 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, 2026Cape Investment Advisory, Inc. holds $905,389 across 7 Electrical Equipment & Parts names. BE ranks #3 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVT |
nVent Electric plc
|
4,089 | $693,535 | |
| 2 | VRT |
Vertiv Holdings Co
|
396 | $132,588 | |
| 3 | BE |
Bloom Energy Corp
This page
|
180 | $54,485 | |
| 4 | TE |
T1 Energy Inc.
|
1,750 | $16,590 | |
| 5 | HUBB |
Hubbell Inc
|
11 | $5,754 | |
| 6 | AEIS |
Advanced Energy Industries Inc
|
5 | $1,863 | |
| 7 | PLUG |
Plug Power Inc
|
212 | $574 |
All Filings in BE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,485 | 180 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $1,737 | 20 | Shares | Sole | 2026-02-17 | |
| 2024-06-30 | $1,468 | 120 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,348 | 120 | Shares | Defined | 2024-06-21 | |
| 2023-12-31 | $1,776 | 120 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,591 | 120 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $1,962 | 120 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $2,391 | 120 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||