Position in BE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,969,487
+$1,595,212 QoQ
Shares Held
9,810
-3.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.22%
of 13F equity value
Holder Rank
#495
of 1,277 holders
Holding Since
Dec 2025
3 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, 2026StoneCrest Wealth Management, Inc. holds $5,664,788 across 2 Electrical Equipment & Parts names. BE ranks #1 (52.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
This page
|
9,810 | $2,969,487 | |
| 2 | VRT |
Vertiv Holdings Co
|
8,050 | $2,695,301 |
All Filings in BE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,969,487 | 9,810 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,374,275 | 10,143 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $603,537 | 6,946 | Shares | Sole | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||