Dogwood Wealth Management LLC

Position in BE — Bloom Energy Corp

CIK 2056922 LENEXA, KS

Position in BE

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$37,534

+$24,663 QoQ

Shares Held

124

+30.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,146

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

Dogwood Wealth Management LLC holds $130,555 across 6 Electrical Equipment & Parts names. BE ranks #2 (28.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co	242	$81,026
2	BE	Bloom Energy Corp This page	124	$37,534
3	FPS	Forgent Power Solutions, Inc.	72	$4,021
4	ATKR	Atkore Inc.	39	$2,965
5	ENS	EnerSys	12	$2,805
6	NVT	nVent Electric plc	13	$2,204

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,534	124	+30.5%	Shares	Sole	2026-07-06
2026-03-31	$12,871	95	+143.6%	Shares	Sole	2026-05-12
2025-12-31	$3,388	39	+143.8%	Shares	Sole	2026-02-04
2025-09-30	$1,353	16	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.