AWM
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Abound Wealth Management’s Bloom Energy BE Stock Holding History

Abound Wealth Management’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
Q2 		$42.7K Sell
141
-15
-10% -$3.84K 0.01% 258
2026
Q1 		$21.1K Buy
156
+15
+11% +$2.2K ﹤0.01% 389
2025
Q4 		$12.3K Buy
+141
New +$14.8K ﹤0.01% 465
2022
Q4 		– Sell
-150
Closed -$3K – 729
2022
Q3 		$3K Buy
+150
New +$3.38K ﹤0.01% 426

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Abound Wealth Management's BE Position: Q2 2026 in Review

Abound Wealth Management reduced its Bloom Energy (BE) stake by 9.6% in Q2 2026, selling an estimated $3.84K and leaving 141 shares worth $42.7K. The position accounts for 0.01% of the portfolio, ranked #258.

Abound Wealth Management first reported a position in BE in Q3 2022 and has held it in 4 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Abound Wealth Management held 141 shares of Bloom Energy worth $42.7K as of Q2 2026.
  • Abound Wealth Management sold 15 Bloom Energy shares in Q2 2026, an estimated $3.84K.
  • Bloom Energy made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #258 holding.
  • Abound Wealth Management first reported a position in Bloom Energy in Q3 2022 and has held it in 4 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.