Position in BE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$16,406,340
+$9,107,630 QoQ
Shares Held
54,200
+0.6% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#248
of 1,277 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 4%
Shared 3%
None 93%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Corient Private Wealth LLC holds $80,140,780 across 14 Electrical Equipment & Parts names. BE ranks #3 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
55,563 | $18,603,603 | |
| 2 | ENS |
EnerSys
|
74,716 | $17,470,095 | |
| 3 | BE |
Bloom Energy Corp
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|
54,200 | $16,406,340 | |
| 4 | AYI |
Acuity Inc. (De)
|
17,646 | $6,646,542 | |
| 5 | NVT |
nVent Electric plc
|
36,319 | $6,160,065 | |
| 6 | AEIS |
Advanced Energy Industries Inc
|
12,987 | $4,842,462 | |
| 7 | HUBB |
Hubbell Inc
|
8,131 | $4,254,139 | |
| 8 | HAYW |
Hayward Holdings, Inc.
|
150,984 | $2,613,533 |
All Filings in BE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,406,340 | 54,200 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $7,298,710 | 53,869 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,123,434 | 35,947 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $1,931,071 | 22,834 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $235,253 | 9,835 | Shares | Sole | 2025-09-26 | |
| 2024-12-31 | $218,435 | 9,835 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $121,513 | 11,507 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $138,826 | 11,342 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $127,484 | 11,342 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $176,712 | 11,940 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $167,540 | 12,635 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $207,530 | 12,693 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $252,971 | 12,693 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||