Position in BE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$71,609,581
+$40,810,987 QoQ
Shares Held
528,523
+49.1% QoQ
Ownership
0.186%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 5.396737701102885.ToString("F0")%
Shared 94.60326229889712.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Derivatives in BE
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$67,745,000
PutShares
500,000
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 Mar 31, 2026TORONTO DOMINION BANK holds $113,913,340 across 8 Electrical Equipment & Parts names. BE ranks #1 (62.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
This page
|
528,523 | $71,609,581 | |
| 2 | VRT |
Vertiv Holdings Co
|
110,841 | $27,774,537 | |
| 3 | HUBB |
Hubbell Inc
|
15,842 | $7,774,302 | |
| 4 | ENVX |
Enovix Corp
|
1,184,818 | $6,137,357 | |
| 5 | ELVA |
Electrovaya Inc.
|
51,954 | $406,280 | |
| 6 | FAC |
Factorial Energy Inc.
|
18,336 | $188,035 | |
| 7 | FCEL |
Fuelcell Energy Inc
|
2,704 | $17,657 | |
| 8 | POWL |
Powell Industries Inc
|
31 | $5,591 |
All Filings in BE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,745,000 | 500,000 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $71,609,581 | 528,523 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $27,804,800 | 320,000 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $30,798,594 | 354,455 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $46,835 | 1,958 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||