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Advisors Asset Management’s Bloom Energy BE Stock Holding History

Advisors Asset 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 		$15.8M Sell
52,205
-26,961
-34% -$6.91M 0.24% 79
2026
Q1 		$10.7M Sell
79,166
-5,227
-6% -$767K 0.18% 134
2025
Q4 		$7.33M Buy
84,393
+1,137
+1% +$119K 0.12% 205
2025
Q3 		$7.04M Sell
83,256
-1,924
-2% -$89.4K 0.12% 217
2025
Q2 		$2.04M Sell
85,180
-1,485
-2% -$28.8K 0.04% 569
2025
Q1 		$1.7M Buy
86,665
+26,077
+43% +$623K 0.03% 603
2024
Q4 		$1.35M Buy
60,588
+6,448
+12% +$113K 0.02% 665
2024
Q3 		$572K Buy
54,140
+16,993
+46% +$202K 0.01% 899
2024
Q2 		$455K Buy
37,147
+2,219
+6% +$28.3K 0.01% 925
2024
Q1 		$393K Buy
34,928
+749
+2% +$8.23K 0.01% 973
2023
Q4 		$506K Buy
34,179
+8,059
+31% +$101K 0.01% 888
2023
Q3 		$346K Buy
26,120
+2,878
+12% +$45.1K 0.01% 997
2023
Q2 		$380K Sell
23,242
-1,815
-7% -$29.3K 0.01% 1001
2023
Q1 		$499K Sell
25,057
-4,309
-15% -$94.4K 0.01% 936
2022
Q4 		$561K Buy
29,366
+1,005
+4% +$19.7K 0.01% 899
2022
Q3 		$567K Buy
28,361
+2,602
+10% +$58.6K 0.01% 899
2022
Q2 		$425K Sell
25,759
-372
-1% -$6.81K 0.01% 986
2022
Q1 		$631K Buy
26,131
+9,692
+59% +$189K 0.01% 943
2021
Q4 		$361K Buy
+16,439
New +$416K 0.01% 1094

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
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

Advisors Asset Management's BE Position: Q2 2026 in Review

Advisors Asset Management reduced its Bloom Energy (BE) stake by 34% in Q2 2026, selling an estimated $6.91M and leaving 52,205 shares worth $15.8M. The position accounts for 0.24% of the portfolio, ranked #79.

Advisors Asset Management first reported a position in BE in Q4 2021 and has held it in 19 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Advisors Asset Management held 52,205 shares of Bloom Energy worth $15.8M as of Q2 2026.
  • Advisors Asset Management sold 26,961 Bloom Energy shares in Q2 2026, an estimated $6.91M.
  • Bloom Energy made up 0.24% of Advisors Asset Management's portfolio in Q2 2026, its #79 holding.
  • Advisors Asset Management first reported a position in Bloom Energy in Q4 2021 and has held it in 19 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.