Williamson Legacy Group, LLC

Position in BE — Bloom Energy Corp

CIK 2011965 CARMEL, IN

Position in BE

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$6,215,036

+$3,652,243 QoQ

Shares Held

20,532

+8.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

3.10%

of 13F equity value

Holder Rank

#370

of 1,272 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Williamson Legacy Group, LLC holds $13,361,056 across 3 Electrical Equipment & Parts names. BE ranks #1 (46.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BE	Bloom Energy Corp This page	20,532	$6,215,036
2	VRT	Vertiv Holdings Co	11,176	$3,741,948
3	NVT	nVent Electric plc	20,070	$3,404,072

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,215,036	20,532	+8.5%	Shares	Sole	2026-08-13
2026-03-31	$2,562,793	18,915	+19.1%	Shares	Sole	2026-05-13
2025-12-31	$1,379,726	15,879	-57.5%	Shares	Sole	2026-02-09
2025-09-30	$3,158,351	37,346	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.