KINGSWOOD WEALTH ADVISORS, LLC

Position in BE — Bloom Energy Corp

CIK 1987855 SAN DIEGO, CA

Position in BE

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$5,954,714

+$2,953,340 QoQ

Shares Held

19,672

-11.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#377

of 1,277 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $10,772,933 across 4 Electrical Equipment & Parts names. BE ranks #1 (55.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BE	Bloom Energy Corp This page	19,672	$5,954,714
2	VRT	Vertiv Holdings Co	8,738	$2,925,657
3	FCEL	Fuelcell Energy Inc	33,932	$1,221,891
4	AMPX	Amprius Technologies, Inc.	48,389	$670,671

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,954,714	19,672	-11.2%	Shares	Sole	2026-07-27
2026-03-31	$3,001,374	22,152	—	Shares	Sole	2026-04-28
No filing history on record for this holder in this stock.