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Planning Strategies Inc.

Position in BE — Bloom Energy Corp

CIK 2139665 LANCASTER, PA

Position in BE

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$2,421
New position
Shares Held
8
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#322
of 339 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Electrical Equipment & Parts

Industrials · as of Jun 30, 2026

Planning Strategies Inc. holds $15,789 across 8 Electrical Equipment & Parts names. BE ranks #2 (15.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 BE
Bloom Energy Corp
This page
8 $2,421

All Filings in BE

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $2,421 8