Position in BE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$26,778,960
+$15,332,766 QoQ
Shares Held
88,467
+4.7% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#197
of 1,276 holders
Holding Since
Dec 2020
8 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Derivatives in BE
reported options exposure · as of Mar 31, 2021CallValue
$473,375
CallShares
17,500
PutValue
$0
PutShares
0
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, 2026TRUIST FINANCIAL CORP holds $152,941,475 across 13 Electrical Equipment & Parts names. BE ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
314,346 | $105,249,326 | |
| 2 | BE |
Bloom Energy Corp
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|
88,467 | $26,778,960 | |
| 3 | HUBB |
Hubbell Inc
|
19,924 | $10,424,236 | |
| 4 | AEIS |
Advanced Energy Industries Inc
|
7,907 | $2,948,282 | |
| 5 | POWL |
Powell Industries Inc
|
9,998 | $2,863,026 | |
| 6 | AYI |
Acuity Inc. (De)
|
4,758 | $1,792,147 | |
| 7 | NVT |
nVent Electric plc
|
5,691 | $965,249 | |
| 8 | ENS |
EnerSys
|
2,830 | $661,709 |
All Filings in BE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,778,960 | 88,467 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $11,446,194 | 84,480 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $7,645,972 | 87,996 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $7,635,233 | 90,283 | Shares | Defined | 2025-11-03 | |
| 2021-09-30 | $262,041 | 13,998 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $217,915 | 8,110 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $473,375 | 17,500 | Call | Defined | 2021-05-17 | |
| 2020-12-31 | $358,164 | 12,497 | Shares | Defined | 2021-11-19 | |
| No filing history on record for this holder in this stock. | ||||||