SPL
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Superior Planning, LLC’s Bloom Energy BE Stock Holding History

Superior Planning, LLC’s Portfolio BE Stock Details BE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$21.9K Buy
+79
New +$18.7K 0.01% 662

Other funds holding BE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Superior Planning, LLC's BE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Bloom Energy (BE) in Q3 2026: 79 shares worth $21.9K. The stake represents 0.01% of the portfolio and ranks #662 among its holdings.

954 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Superior Planning, LLC held 79 shares of Bloom Energy worth $21.9K as of Q3 2026.
  • Bloom Energy was a new Superior Planning, LLC position in Q3 2026.
  • Bloom Energy made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #662 holding.
  • 954 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.