Activest Wealth Management
BE icon

Activest Wealth Management’s Bloom Energy BE Stock Holding History

Activest 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 		– Sell
-5
Closed -$1.51K – 1090
2026
Q2 		$1.51K Buy
+5
New +$1.28K ﹤0.01% 898
2022
Q3 		– Sell
-192
Closed -$3K – 451
2022
Q2 		$3K Buy
+192
New +$3.52K ﹤0.01% 288

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Activest Wealth Management sold out of Bloom Energy (BE) in Q3 2026, closing a stake of 5 shares — an estimated $1.51K sold.

Activest Wealth Management first reported a position in BE in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q2 2022. 770 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Activest Wealth Management reported no remaining Bloom Energy position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 5 Bloom Energy shares in Q3 2026, an estimated $1.51K.
  • Activest Wealth Management first reported a position in Bloom Energy in Q2 2022 and held it in 2 quarters.
  • Activest Wealth Management's Bloom Energy position peaked at $3K in Q2 2022.
  • 770 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.