Aaron Wealth Advisors
BE icon

Aaron Wealth Advisors’s Bloom Energy BE Stock Holding History

Aaron Wealth Advisors’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 		$482K Buy
1,742
+425
+32% +$100K 0.02% 453
2026
Q2 		$399K Buy
+1,317
New +$337K 0.02% 492

Other funds holding BE

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Aaron Wealth Advisors's BE Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Bloom Energy (BE) stake by 32% in Q3 2026, buying an estimated $100K and bringing the position to 1,742 shares worth $482K. The position accounts for 0.02% of the portfolio, ranked #453.

Aaron Wealth Advisors first reported a position in BE in Q2 2026 and has held it in 2 quarters since. 492 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Aaron Wealth Advisors held 1,742 shares of Bloom Energy worth $482K as of Q3 2026.
  • Aaron Wealth Advisors bought 425 Bloom Energy shares in Q3 2026, an estimated $100K.
  • Bloom Energy made up 0.02% of Aaron Wealth Advisors's portfolio in Q3 2026, its #453 holding.
  • Aaron Wealth Advisors first reported a position in Bloom Energy in Q2 2026 and has held it in 2 quarters since.
  • 492 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.