Rothwell Investment Advisors, LLC’s Bloom Energy BE Stock Holding History

Rothwell Investment Advisors, 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	$180K	Buy	+649	New	+$153K	0.1%	184

Other funds holding BE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

ECP

Elemental Capital Partners San Francisco, California $415M AUM 149.08% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Rothwell Investment Advisors, LLC's BE Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Bloom Energy (BE) in Q3 2026: 649 shares worth $180K. The stake represents 0.1% of the portfolio and ranks #184 among its holdings.

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

Rothwell Investment Advisors, LLC held 649 shares of Bloom Energy worth $180K as of Q3 2026.
Bloom Energy was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Bloom Energy made up 0.1% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #184 holding.
694 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.