Position in BE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$550,308
+$152,645 QoQ
Shares Held
1,818
-38.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#831
of 1,277 holders
Holding Since
Dec 2025
3 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, 2026MOR Wealth Management, LLC holds $550,308 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
|
1,818 | $550,308 |
All Filings in BE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $550,308 | 1,818 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $397,663 | 2,935 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $281,089 | 3,235 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||