Position in BE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$606,658,019
+$423,212,961 QoQ
Shares Held
2,004,156
+48.0% QoQ
Ownership
0.705%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#22
of 1,280 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026CallValue
$108,003,360
CallShares
356,800
PutValue
$511,563,000
PutShares
1,690,000
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, 2026WELLS FARGO & COMPANY/MN holds $1,715,190,278 across 33 Electrical Equipment & Parts names. BE ranks #2 (35.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
2,195,625 | $735,139,160 | |
| 2 | BE |
Bloom Energy Corp
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|
2,004,156 | $606,658,019 | |
| 3 | HUBB |
Hubbell Inc
|
178,272 | $93,271,909 | |
| 4 | NVT |
nVent Electric plc
|
406,350 | $68,921,022 | |
| 5 | AEIS |
Advanced Energy Industries Inc
|
160,161 | $59,719,230 | |
| 6 | ENS |
EnerSys
|
143,168 | $33,475,539 | |
| 7 | AYI |
Acuity Inc. (De)
|
64,391 | $24,253,512 | |
| 8 | POWL |
Powell Industries Inc
|
69,288 | $19,841,310 |
All Filings in BE
Export CSV
40 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,563,000 | 1,690,000 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $108,003,360 | 356,800 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $606,658,019 | 2,004,156 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||