Position in BE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,475,539
+$1,786,012 QoQ
Shares Held
18,089
-33.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#386
of 1,277 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Derivatives in BE
reported options exposure · as of Jun 30, 2026CallValue
$60,540
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $31,048,737 across 11 Electrical Equipment & Parts names. BE ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
46,653 | $15,620,356 | |
| 2 | BE |
Bloom Energy Corp
This page
|
18,089 | $5,475,539 | |
| 3 | POWL |
Powell Industries Inc
|
17,993 | $5,152,474 | |
| 4 | HUBB |
Hubbell Inc
|
2,671 | $1,397,466 | |
| 5 | TE |
T1 Energy Inc.
|
101,863 | $965,661 | |
| 6 | ENVX |
Enovix Corp
|
101,068 | $613,482 | |
| 7 | NVT |
nVent Electric plc
|
2,655 | $450,314 | |
| 8 | AYI |
Acuity Inc. (De)
|
1,147 | $432,028 |
All Filings in BE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,540 | 200 | Call | Sole | 2026-07-27 | |
| 2026-06-30 | $5,475,539 | 18,089 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,689,527 | 27,231 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $674,179 | 7,759 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $216,752 | 2,563 | Shares | Sole | 2025-10-27 | |
| 2025-03-31 | $784,925 | 39,925 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $278,158 | 12,524 | Shares | Sole | 2025-02-03 | |
| 2024-12-31 | $8,884 | 400 | Call | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||