Position in BE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,287,080
+$774,251 QoQ
Shares Held
4,252
+12.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#654
of 1,276 holders
Holding Since
Jun 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $3,059,297 across 7 Electrical Equipment & Parts names. BE ranks #2 (42.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HUBB |
Hubbell Inc
|
2,576 | $1,347,763 | |
| 2 | BE |
Bloom Energy Corp
This page
|
4,252 | $1,287,080 | |
| 3 | AEIS |
Advanced Energy Industries Inc
|
490 | $182,706 | |
| 4 | NVT |
nVent Electric plc
|
615 | $104,310 | |
| 5 | VRT |
Vertiv Holdings Co
|
257 | $86,048 | |
| 6 | KE |
Kimball Electronics, Inc.
|
2,000 | $51,200 | |
| 7 | HAYW |
Hayward Holdings, Inc.
|
11 | $190 |
All Filings in BE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,287,080 | 4,252 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $512,829 | 3,785 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $336,090 | 3,868 | Shares | Sole | 2026-01-22 | |
| 2023-09-30 | $23,205 | 1,750 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $28,612 | 1,750 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $34,877 | 1,750 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $33,460 | 1,750 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $34,982 | 1,750 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $28,875 | 1,750 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $42,262 | 1,750 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $32,760 | 1,750 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $47,022 | 1,750 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $47,337 | 1,750 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $50,155 | 1,750 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $31,447 | 1,750 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $19,040 | 1,750 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||