Position in BE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$109,852,249
-$9,091,710 QoQ
Shares Held
362,908
-58.7% QoQ
Ownership
0.128%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#81
of 1,281 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
$0
CallShares
0
PutValue
$7,658,310
PutShares
25,300
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 Jun 30, 2026BANK OF MONTREAL /CAN/ holds $395,447,770 across 15 Electrical Equipment & Parts names. BE ranks #2 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
584,347 | $195,651,058 | |
| 2 | BE |
Bloom Energy Corp
This page
|
362,908 | $109,852,249 | |
| 3 | HUBB |
Hubbell Inc
|
68,634 | $35,909,306 | |
| 4 | NVT |
nVent Electric plc
|
137,611 | $23,340,198 | |
| 5 | FCEL |
Fuelcell Energy Inc
|
460,538 | $16,583,972 | |
| 6 | AEIS |
Advanced Energy Industries Inc
|
11,404 | $4,252,207 | |
| 7 | AYI |
Acuity Inc. (De)
|
7,244 | $2,728,523 | |
| 8 | PLUG |
Plug Power Inc
|
846,093 | $2,292,908 |
All Filings in BE
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,852,249 | 362,908 | Shares | Defined | 2026-08-12 | |
| 2026-06-30 | $7,658,310 | 25,300 | Put | Defined | 2026-08-12 | |
| 2026-03-31 | $54,859,901 | 404,900 | Put | Defined | 2026-05-13 | |
| 2026-03-31 | $118,943,959 | 877,880 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $87,055,091 | 1,001,900 | Put | Defined | 2026-02-12 | |
| 2025-12-31 | $71,029,880 | 817,469 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $24,838,037 | 293,698 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $26,216,700 | 310,000 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $11,716,157 | 489,806 | Shares | Defined | 2025-08-05 | |
| 2025-06-30 | $1,435,200 | 60,000 | Put | Defined | 2025-08-05 | |
| 2025-03-31 | $6,285,359 | 319,703 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $6,611,427 | 297,678 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,918,065 | 465,726 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $5,544,058 | 452,946 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,953,208 | 529,645 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $7,682,442 | 519,084 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $6,627,480 | 499,810 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $6,944,579 | 424,745 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,321,636 | 66,314 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $1,203,582 | 62,949 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $1,455,130 | 72,793 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,293,368 | 78,386 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,533,475 | 63,498 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,287,663 | 58,717 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $866,678 | 46,297 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $775,547 | 28,863 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $236,687 | 8,750 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $597,445 | 20,846 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $193,877 | 10,789 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $107,211 | 9,854 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $15,951 | 3,050 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||