Position in BE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,621,502
+$1,993,319 QoQ
Shares Held
11,964
-0.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#457
of 1,276 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $11,516,543 across 21 Electrical Equipment & Parts names. BE ranks #1 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
This page
|
11,964 | $3,621,502 | |
| 2 | VRT |
Vertiv Holdings Co
|
9,167 | $3,069,294 | |
| 3 | PLPC |
Preformed Line Products Co
|
4,126 | $1,693,970 | |
| 4 | AYI |
Acuity Inc. (De)
|
2,832 | $1,066,701 | |
| 5 | HUBB |
Hubbell Inc
|
1,133 | $592,785 | |
| 6 | AEIS |
Advanced Energy Industries Inc
|
1,180 | $439,986 | |
| 7 | ENS |
EnerSys
|
1,820 | $425,552 | |
| 8 | NVT |
nVent Electric plc
|
1,454 | $246,612 |
All Filings in BE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,621,502 | 11,964 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,628,183 | 12,017 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,157,722 | 13,324 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,117,085 | 13,209 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $448,523 | 18,751 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $370,905 | 18,866 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $358,713 | 16,151 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $215,307 | 20,389 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $225,742 | 18,443 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $90,650 | 8,065 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,110 | 75 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $330,346 | 24,913 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $407,327 | 24,913 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $496,516 | 24,913 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $500,236 | 26,163 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $498,410 | 24,933 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $411,394 | 24,933 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $602,131 | 24,933 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $546,780 | 24,933 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $466,745 | 24,933 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $669,949 | 24,933 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $627,100 | 23,183 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $665,141 | 23,208 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,797 | 100 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,088 | 100 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $523 | 100 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||