Position in BE
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$3,689,527
+$3,015,348 QoQ
Shares Held
27,231
+251.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Derivatives in BE
reported options exposure · as of Dec 31, 2024CallValue
$8,884
CallShares
400
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 Mar 31, 2026Concurrent Investment Advisors, LLC holds $17,285,229 across 9 Electrical Equipment & Parts names. BE ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
37,009 | $9,273,714 | |
| 2 | BE |
Bloom Energy Corp
This page
|
27,231 | $3,689,527 | |
| 3 | TE |
T1 Energy Inc.
|
310,975 | $1,365,180 | |
| 4 | HUBB |
Hubbell Inc
|
2,539 | $1,245,987 | |
| 5 | ENVX |
Enovix Corp
|
103,850 | $537,943 | |
| 6 | POWL |
Powell Industries Inc
|
2,039 | $367,753 | |
| 7 | AYI |
Acuity Inc. (De)
|
1,105 | $309,642 | |
| 8 | NVT |
nVent Electric plc
|
2,185 | $258,441 |
All Filings in BE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||