Position in BE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,129,373
+$1,017,323 QoQ
Shares Held
3,731
+351.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#673
of 1,276 holders
Holding Since
Mar 2026
2 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, 2026Worth Financial Advisory Group, LLC holds $2,529,925 across 2 Electrical Equipment & Parts names. BE ranks #2 (44.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
4,183 | $1,400,552 | |
| 2 | BE |
Bloom Energy Corp
This page
|
3,731 | $1,129,373 |
All Filings in BE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,129,373 | 3,731 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $112,050 | 827 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||