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LRI Investments, LLC

Position in BE — Bloom Energy Corp

CIK 2023325 PALM BEACH GARDENS, FL

Position in BE

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$88,993
-$47,987 QoQ
Shares Held
294
-70.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,107
of 1,276 holders
Holding Since
Jun 2024
3 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, 2026

LRI Investments, LLC holds $487,648 across 12 Electrical Equipment & Parts names. BE ranks #4 (18.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 BE
Bloom Energy Corp
This page
294 $88,993

All Filings in BE

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $88,993 294
2026-03-31 $136,980 1,011
2024-06-30 $489,600 40,000