Position in BE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,859,727
+$2,135,075 QoQ
Shares Held
12,751
+0.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#447
of 1,277 holders
Holding Since
Sep 2022
13 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, 2026Icon Wealth Advisors, LLC holds $5,306,149 across 2 Electrical Equipment & Parts names. BE ranks #1 (72.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
This page
|
12,751 | $3,859,727 | |
| 2 | VRT |
Vertiv Holdings Co
|
4,320 | $1,446,422 |
All Filings in BE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,859,727 | 12,751 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,724,652 | 12,729 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,279,802 | 14,729 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,567,420 | 18,534 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $443,333 | 18,534 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $364,378 | 18,534 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $411,640 | 18,534 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $195,719 | 18,534 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $239,096 | 19,534 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $197,082 | 17,534 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $259,503 | 17,534 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $335,250 | 17,534 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $400,479 | 20,034 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||