Position in BE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$330,851
New position
Shares Held
1,093
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#949
of 1,276 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026PRECEDENT WEALTH PARTNERS, LLC holds $603,729 across 2 Electrical Equipment & Parts names. BE ranks #1 (54.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
This page
|
1,093 | $330,851 | |
| 2 | VRT |
Vertiv Holdings Co
|
815 | $272,878 |
All Filings in BE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,851 | 1,093 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||