Position in BE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,318
+$12,235 QoQ
Shares Held
44
+450.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,198
of 1,276 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026JPL Wealth Management, LLC holds $75,720 across 7 Electrical Equipment & Parts names. BE ranks #3 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
97 | $32,477 | |
| 2 | NVT |
nVent Electric plc
|
95 | $16,112 | |
| 3 | BE |
Bloom Energy Corp
This page
|
44 | $13,318 | |
| 4 | AYI |
Acuity Inc. (De)
|
19 | $7,155 | |
| 5 | AEIS |
Advanced Energy Industries Inc
|
7 | $2,609 | |
| 6 | HAYW |
Hayward Holdings, Inc.
|
125 | $2,163 | |
| 7 | ENR |
Energizer Holdings, Inc.
|
88 | $1,886 |
All Filings in BE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,318 | 44 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,083 | 8 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||