Advisory Services Network’s Bloom Energy BE Stock Holding History

Advisory Services Network’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	$10.8M	Buy	35,717 +13,895	+64%	+$3.56M	0.12%	167
2026 Q1	$2.96M	Buy	+21,822	New	+$3.2M	0.04%	489
2025 Q4	–	Sell	-1,646	Closed	-$139K	–	2053
2025 Q3	$139K	Buy	+1,646	New	+$76.4K	﹤0.01%	1888
2020 Q1	–	Sell	-600	Closed	-$4K	–	3035
2019 Q4	$4K	Hold	600	–	–	﹤0.01%	2659
2019 Q3	$7K	Hold	600	–	–	﹤0.01%	2277
2019 Q2	$7K	Hold	600	–	–	﹤0.01%	2275
2019 Q1	$8K	Hold	600	–	–	﹤0.01%	1916
2018 Q4	$6K	Buy	+600	New	+$11.6K	﹤0.01%	1945

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

Advisory Services Network's BE Position: Q2 2026 in Review

Advisory Services Network increased its Bloom Energy (BE) stake by 64% in Q2 2026, buying an estimated $3.56M and bringing the position to 35,717 shares worth $10.8M. The position accounts for 0.12% of the portfolio, ranked #167.

Advisory Services Network first reported a position in BE in Q4 2018 and has held it in 8 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Advisory Services Network held 35,717 shares of Bloom Energy worth $10.8M as of Q2 2026.
Advisory Services Network bought 13,895 Bloom Energy shares in Q2 2026, an estimated $3.56M.
Bloom Energy made up 0.12% of Advisory Services Network's portfolio in Q2 2026, its #167 holding.
Advisory Services Network first reported a position in Bloom Energy in Q4 2018 and has held it in 8 quarters since.
1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.