Wealth Enhancement Trust Services, Inc.
Position in BE — Bloom Energy Corp
CIK 2067696
SIOUX FALLS, SD
Position in BE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$61,750
+$34,517 QoQ
Shares Held
204
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,124
of 1,272 holders
Holding Since
Mar 2026
2 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, 2026Wealth Enhancement Trust Services, Inc. holds $2,161,152 across 8 Electrical Equipment & Parts names. BE ranks #2 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
6,020 | $2,015,615 | |
| 2 | BE |
Bloom Energy Corp
This page
|
204 | $61,750 | |
| 3 | AYI |
Acuity Inc. (De)
|
110 | $41,432 | |
| 4 | NVT |
nVent Electric plc
|
179 | $30,360 | |
| 5 | HAYW |
Hayward Holdings, Inc.
|
294 | $5,089 | |
| 6 | POWL |
Powell Industries Inc
|
9 | $2,577 | |
| 7 | AEIS |
Advanced Energy Industries Inc
|
6 | $2,237 | |
| 8 | HUBB |
Hubbell Inc
|
4 | $2,092 |
All Filings in BE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,750 | 204 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $27,233 | 201 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||