Lodestone Wealth Management LLC

Position in BE — Bloom Energy Corp

CIK 1950158 SPOKANE, WA

Position in BE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$151,350

+$83,605 QoQ

Shares Held

500

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,081

of 1,276 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Lodestone Wealth Management LLC holds $551,178 across 5 Electrical Equipment & Parts names. BE ranks #2 (27.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVT	nVent Electric plc	1,735	$294,273
2	BE	Bloom Energy Corp This page	500	$151,350
3	EOSE	Eos Energy Enterprises, Inc.	8,472	$49,815
4	FPS	Forgent Power Solutions, Inc.	866	$48,374
5	VRT	Vertiv Holdings Co	22	$7,366

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$151,350	500	0.0%	Shares	Sole	2026-07-24
2026-03-31	$67,745	500	0.0%	Shares	Sole	2026-05-01
2025-12-31	$43,445	500	—	Shares	Sole	2026-01-15
No filing history on record for this holder in this stock.