Optimist Retirement Group LLC

Pension

Position in BE — Bloom Energy Corp

CIK 2011850 BELLEVUE, WA

Position in BE

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$669,269

+$380,811 QoQ

Shares Held

2,211

+3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#785

of 1,276 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Optimist Retirement Group LLC holds $1,725,783 across 3 Electrical Equipment & Parts names. BE ranks #2 (38.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co	2,468	$826,335
2	BE	Bloom Energy Corp This page	2,211	$669,269
3	ENR	Energizer Holdings, Inc.	10,736	$230,179

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$669,269	2,211	+3.9%	Shares	Sole	2026-08-10
2026-03-31	$288,458	2,129	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.