Position in BE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$248,044,789
+$88,593,656 QoQ
Shares Held
819,441
-30.4% QoQ
Ownership
0.288%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#47
of 1,277 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Derivatives in BE
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$30,270
PutShares
100
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 Jun 30, 2026RAYMOND JAMES FINANCIAL INC holds $1,139,586,417 across 28 Electrical Equipment & Parts names. BE ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
1,265,208 | $423,616,940 | |
| 2 | BE |
Bloom Energy Corp
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|
819,441 | $248,044,789 | |
| 3 | HUBB |
Hubbell Inc
|
255,204 | $133,522,732 | |
| 4 | AEIS |
Advanced Energy Industries Inc
|
240,345 | $89,617,436 | |
| 5 | NVT |
nVent Electric plc
|
512,409 | $86,909,688 | |
| 6 | POWL |
Powell Industries Inc
|
199,659 | $57,174,349 | |
| 7 | FPS |
Forgent Power Solutions, Inc.
|
627,773 | $35,067,398 | |
| 8 | AYI |
Acuity Inc. (De)
|
45,481 | $17,130,872 |
All Filings in BE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,270 | 100 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $248,044,789 | 819,441 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||