Accurate Wealth Management
BE icon

Accurate Wealth Management’s Bloom Energy BE Stock Holding History

Accurate 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 		$873K Buy
3,315
+1,528
+86% +$361K 0.08% 250
2026
Q2 		$437K Buy
+1,787
New +$458K 0.04% 379

Other funds holding BE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Accurate Wealth Management increased its Bloom Energy (BE) stake by 86% in Q3 2026, buying an estimated $361K and bringing the position to 3,315 shares worth $873K. The position accounts for 0.08% of the portfolio, ranked #250.

Accurate Wealth Management first reported a position in BE in Q2 2026 and has held it in 2 quarters since. 823 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Accurate Wealth Management held 3,315 shares of Bloom Energy worth $873K as of Q3 2026.
  • Accurate Wealth Management bought 1,528 Bloom Energy shares in Q3 2026, an estimated $361K.
  • Bloom Energy made up 0.08% of Accurate Wealth Management's portfolio in Q3 2026, its #250 holding.
  • Accurate Wealth Management first reported a position in Bloom Energy in Q2 2026 and has held it in 2 quarters since.
  • 823 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.