Position in BE
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$538,503
+$284,595 QoQ
Shares Held
1,779
-5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#837
of 1,277 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Bernard Wealth Management Corp. holds $538,503 across 1 Electrical Equipment & Parts name. BE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
This page
|
1,779 | $538,503 |
All Filings in BE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,503 | 1,779 | Shares | Sole | 2026-08-21 | |
| 2026-03-31 | $253,908 | 1,874 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $162,831 | 1,874 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $169,140 | 2,000 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $59,800 | 2,500 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $19,660 | 1,000 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $22,210 | 1,000 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||