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 Q2	$437K	Buy	+1,787	New	+$458K	0.04%	379

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Accurate Wealth Management opened a new position in Bloom Energy (BE) in Q2 2026: 1,787 shares worth $437K. The stake represents 0.04% of the portfolio and ranks #379 among its holdings.

1,283 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Accurate Wealth Management held 1,787 shares of Bloom Energy worth $437K as of Q2 2026.
Bloom Energy was a new Accurate Wealth Management position in Q2 2026.
Bloom Energy made up 0.04% of Accurate Wealth Management's portfolio in Q2 2026, its #379 holding.
1,283 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.