Advisornet Financial’s Bloom Energy BE Stock Holding History

Advisornet Financial’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	$865K	Buy	2,859 +2,501	+699%	+$641K	0.04%	307
2026 Q1	$48.5K	Buy	358 +356	+17,800%	+$52.2K	﹤0.01%	1059
2025 Q4	$174	Buy	+2	New	+$210	﹤0.01%	2170
2023 Q2	–	Sell	-9	Closed	-$179	–	2356
2023 Q1	$179	Buy	9 +1	+13%	+$22	﹤0.01%	2263
2022 Q4	$153	Buy	+8	New	+$157	﹤0.01%	2238

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 $3.38T AUM 44.17% 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

Advisornet Financial's BE Position: Q2 2026 in Review

Advisornet Financial increased its Bloom Energy (BE) stake by 699% in Q2 2026, buying an estimated $641K and bringing the position to 2,859 shares worth $865K. The position accounts for 0.04% of the portfolio, ranked #307.

Advisornet Financial first reported a position in BE in Q4 2022 and has held it in 5 quarters since. 1,287 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Advisornet Financial held 2,859 shares of Bloom Energy worth $865K as of Q2 2026.
Advisornet Financial bought 2,501 Bloom Energy shares in Q2 2026, an estimated $641K.
Bloom Energy made up 0.04% of Advisornet Financial's portfolio in Q2 2026, its #307 holding.
Advisornet Financial first reported a position in Bloom Energy in Q4 2022 and has held it in 5 quarters since.
1,287 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.