Position in BE
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$183,445,058
+$123,273,648 QoQ
Shares Held
1,353,938
+95.5% QoQ
Ownership
0.476%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Derivatives in BE
reported options exposure · as of Mar 31, 2026CallValue
$41,568,332
CallShares
306,800
PutValue
$129,298,107
PutShares
954,300
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, 2026WELLS FARGO & COMPANY/MN holds $976,852,339 across 31 Electrical Equipment & Parts names. BE ranks #2 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
2,089,328 | $523,543,808 | |
| 2 | BE |
Bloom Energy Corp
This page
|
1,353,938 | $183,445,058 | |
| 3 | HUBB |
Hubbell Inc
|
151,232 | $74,215,589 | |
| 4 | AEIS |
Advanced Energy Industries Inc
|
190,930 | $61,615,019 | |
| 5 | NVT |
nVent Electric plc
|
398,415 | $47,124,525 | |
| 6 | ENS |
EnerSys
|
125,718 | $21,839,730 | |
| 7 | AYI |
Acuity Inc. (De)
|
63,335 | $17,747,731 | |
| 8 | ATKR |
Atkore Inc.
|
178,047 | $10,488,747 |
All Filings in BE
Export CSV
37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $183,445,058 | 1,353,938 | Shares | Defined | 2026-05-11 | |
| 2026-03-31 | $41,568,332 | 306,800 | Call | Defined | 2026-05-11 | |
| 2026-03-31 | $129,298,107 | 954,300 | Put | Defined | 2026-05-11 | |
| 2025-12-31 | $60,171,410 | 692,501 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $35,346,852 | 406,800 | Call | Defined | 2026-02-13 | |
| 2025-12-31 | $27,318,216 | 314,400 | Put | Defined | 2026-02-13 | |
| 2025-09-30 | $132,330,229 | 1,564,742 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $96,748,080 | 1,144,000 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $25,946,076 | 306,800 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $9,807,200 | 410,000 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $8,971,793 | 375,075 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,060,600 | 410,000 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $6,911,491 | 351,551 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $7,579,783 | 341,278 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $9,106,100 | 410,000 | Call | Defined | 2025-02-13 | |
| 2024-09-30 | $3,594,865 | 340,423 | Shares | Defined | 2024-11-13 | |
| 2024-09-30 | $4,329,600 | 410,000 | Call | Defined | 2024-11-13 | |
| 2024-06-30 | $3,649,881 | 298,193 | Shares | Defined | 2024-08-13 | |
| 2024-06-30 | $367,200 | 30,000 | Put | Defined | 2024-08-13 | |
| 2024-03-31 | $3,018,534 | 268,553 | Shares | Defined | 2024-05-10 | |
| 2024-03-31 | $1,910,800 | 170,000 | Put | Defined | 2024-05-10 | |
| 2023-12-31 | $4,269,783 | 288,499 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $4,536,284 | 342,103 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $6,529,992 | 399,388 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $8,768,241 | 439,952 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $7,546,701 | 394,702 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $8,476,497 | 424,037 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,853,290 | 475,957 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $16,670,888 | 690,306 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $15,600,538 | 711,379 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,291,669 | 763,444 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $64,452,315 | 2,398,672 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $57,154,537 | 2,112,922 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $62,304,688 | 2,173,925 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $22,911,783 | 1,275,002 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $4,122,224 | 378,881 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,807,308 | 345,566 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||