Position in BE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,037,472
+$1,394,030 QoQ
Shares Held
6,731
+41.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#566
of 1,277 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $3,394,162 across 2 Electrical Equipment & Parts names. BE ranks #1 (60.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
This page
|
6,731 | $2,037,472 | |
| 2 | VRT |
Vertiv Holdings Co
|
4,052 | $1,356,690 |
All Filings in BE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,037,472 | 6,731 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $643,442 | 4,749 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $388,919 | 4,476 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $543,615 | 6,428 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||