Accel Wealth Management’s Bloom Energy BE Stock Holding History

Accel 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 Q3	$319K	Buy	+1,152	New	+$272K	0.07%	205
2023 Q2	–	Sell	-475	Closed	-$9.47K	–	233
2023 Q1	$9.47K	Hold	475	–	–	﹤0.01%	909
2022 Q4	$9.08K	Hold	475	–	–	﹤0.01%	733
2022 Q3	$10K	Hold	475	–	–	0.01%	724
2022 Q2	$8K	Hold	475	–	–	﹤0.01%	737
2022 Q1	$12K	Hold	475	–	–	0.01%	673
2021 Q4	$10K	Hold	475	–	–	﹤0.01%	709
2021 Q3	$9K	Hold	475	–	–	0.01%	658
2021 Q2	$13K	Buy	+475	New	+$11.5K	0.01%	637

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

Accel Wealth Management's BE Position: Q3 2026 in Review

Accel Wealth Management opened a new position in Bloom Energy (BE) in Q3 2026: 1,152 shares worth $319K. The stake represents 0.07% of the portfolio and ranks #205 among its holdings. This is a return to the name: Accel Wealth Management previously reported a position in BE as recently as Q1 2023.

Accel Wealth Management first reported a position in BE in Q2 2021 and has held it in 9 quarters since. 701 funds tracked by Wall St. Rank hold BE as of Q3 2026.

Accel Wealth Management held 1,152 shares of Bloom Energy worth $319K as of Q3 2026.
Bloom Energy was a new Accel Wealth Management position in Q3 2026.
Bloom Energy made up 0.07% of Accel Wealth Management's portfolio in Q3 2026, its #205 holding.
Accel Wealth Management first reported a position in Bloom Energy in Q2 2021 and has held it in 9 quarters since.
701 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.