Position in BE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,997,998
+$7,924,274 QoQ
Shares Held
36,333
+60.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#295
of 1,282 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 81%
Shared 1%
None 18%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Pathstone Holdings, LLC holds $57,546,935 across 14 Electrical Equipment & Parts names. BE ranks #2 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
51,081 | $17,102,939 | |
| 2 | BE |
Bloom Energy Corp
This page
|
36,333 | $10,997,998 | |
| 3 | AEIS |
Advanced Energy Industries Inc
|
16,969 | $6,327,230 | |
| 4 | HUBB |
Hubbell Inc
|
9,912 | $5,185,958 | |
| 5 | NVT |
nVent Electric plc
|
26,941 | $4,569,461 | |
| 6 | AYI |
Acuity Inc. (De)
|
10,378 | $3,908,977 | |
| 7 | FPS |
Forgent Power Solutions, Inc.
|
57,482 | $3,210,944 | |
| 8 | POWL |
Powell Industries Inc
|
9,935 | $2,844,986 |
All Filings in BE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,997,998 | 36,333 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,073,724 | 22,686 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $1,971,099 | 22,685 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,336,921 | 27,633 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $750,944 | 31,394 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $665,725 | 33,862 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $705,677 | 31,773 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $304,529 | 28,838 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $441,741 | 36,090 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $229,711 | 20,437 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $237,096 | 16,020 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||