Position in BE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,513
-$51,766 QoQ
Shares Held
5
-99.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,250
of 1,272 holders
Holding Since
Dec 2022
13 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, 2026MONTAG A & ASSOCIATES INC holds $2,586,269 across 7 Electrical Equipment & Parts names. BE ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HUBB |
Hubbell Inc
|
1,685 | $881,592 | |
| 2 | VRT |
Vertiv Holdings Co
|
1,875 | $627,787 | |
| 3 | NVT |
nVent Electric plc
|
2,842 | $482,031 | |
| 4 | AYI |
Acuity Inc. (De)
|
1,103 | $415,455 | |
| 5 | EOSE |
Eos Energy Enterprises, Inc.
|
30,000 | $176,400 | |
| 6 | BE |
Bloom Energy Corp
This page
|
5 | $1,513 | |
| 7 | AEIS |
Advanced Energy Industries Inc
|
4 | $1,491 |
All Filings in BE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,513 | 5 | Shares | Sole | 2026-08-05 | |
| 2025-09-30 | $53,279 | 630 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,806 | 619 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $12,169 | 619 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $13,747 | 619 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,536 | 619 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $7,576 | 619 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,957 | 619 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $23,961 | 1,619 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $21,467 | 1,619 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $10,120 | 619 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $12,336 | 619 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $11,835 | 619 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||