Position in BE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$159,451,133
+$49,163,396 QoQ
Shares Held
1,176,848
-7.3% QoQ
Ownership
0.414%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 16.945688823025574.ToString("F0")%
Shared 0.ToString("F0")%
None 83.05431117697442.ToString("F0")%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Derivatives in BE
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$27,098
PutShares
200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $887,848,103 across 27 Electrical Equipment & Parts names. BE ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
1,962,531 | $491,771,015 | |
| 2 | BE |
Bloom Energy Corp
This page
|
1,176,848 | $159,451,133 | |
| 3 | HUBB |
Hubbell Inc
|
157,995 | $77,534,464 | |
| 4 | NVT |
nVent Electric plc
|
548,160 | $64,836,362 | |
| 5 | AEIS |
Advanced Energy Industries Inc
|
91,130 | $29,408,560 | |
| 6 | POWL |
Powell Industries Inc
|
75,830 | $13,676,696 | |
| 7 | HAYW |
Hayward Holdings, Inc.
|
918,606 | $12,290,947 | |
| 8 | AYI |
Acuity Inc. (De)
|
33,251 | $9,317,594 |
All Filings in BE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,098 | 200 | Put | Defined | 2026-05-14 | |
| 2026-03-31 | $159,451,133 | 1,176,848 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $110,287,737 | 1,269,280 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $139,042,126 | 1,644,107 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $21,798,462 | 911,307 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $18,628,280 | 947,522 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $19,629,019 | 883,792 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||