Position in BE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$12,097,405
+$11,362,101 QoQ
Shares Held
39,965
+636.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#286
of 1,272 holders
Holding Since
Jun 2021
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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $21,526,301 across 8 Electrical Equipment & Parts names. BE ranks #1 (56.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
This page
|
39,965 | $12,097,405 | |
| 2 | VRT |
Vertiv Holdings Co
|
17,462 | $5,846,626 | |
| 3 | POWL |
Powell Industries Inc
|
5,707 | $1,634,256 | |
| 4 | NVT |
nVent Electric plc
|
6,381 | $1,082,281 | |
| 5 | ENR |
Energizer Holdings, Inc.
|
28,000 | $600,320 | |
| 6 | EOSE |
Eos Energy Enterprises, Inc.
|
22,841 | $134,305 | |
| 7 | PLUG |
Plug Power Inc
|
26,783 | $72,581 | |
| 8 | NEOV |
NeoVolta Inc.
|
18,580 | $58,527 |
All Filings in BE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,097,405 | 39,965 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $735,304 | 5,427 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $407,514 | 4,690 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $304,029 | 3,595 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $532,196 | 27,070 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $541,368 | 24,375 | Shares | Sole | 2026-06-12 | |
| 2021-06-30 | $597,320 | 22,230 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||