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Allworth Financial’s Bloom Energy BE Stock Holding History

Allworth 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 		$759K Buy
2,507
+726
+41% +$186K ﹤0.01% 833
2026
Q1 		$241K Sell
1,781
-28
-2% -$4.11K ﹤0.01% 1295
2025
Q4 		$157K Buy
1,809
+500
+38% +$52.5K ﹤0.01% 1476
2025
Q3 		$111K Sell
1,309
-9,697
-88% -$450K ﹤0.01% 1631
2025
Q2 		$263K Buy
11,006
+10,159
+1,199% +$197K ﹤0.01% 1078
2025
Q1 		$15.4K Buy
847
+28
+3% +$668 ﹤0.01% 2221
2024
Q4 		$20.9K Buy
819
+14
+2% +$245 ﹤0.01% 2063
2024
Q3 		$8.5K Sell
805
-94
-10% -$1.11K ﹤0.01% 2338
2024
Q2 		$12.7K Buy
899
+151
+20% +$1.93K ﹤0.01% 2122
2024
Q1 		$8.41K Hold
748
– – ﹤0.01% 2178
2023
Q4 		$11.1K Sell
748
-602
-45% -$7.53K ﹤0.01% 1943
2023
Q3 		$17.9K Buy
1,350
+50
+4% +$784 ﹤0.01% 1596
2023
Q2 		$21.3K Hold
1,300
– – ﹤0.01% 1496
2023
Q1 		$25.9K Hold
1,300
– – ﹤0.01% 1311
2022
Q4 		$24.9K Sell
1,300
-27
-2% -$530 ﹤0.01% 1261
2022
Q3 		$27K Buy
1,327
+18
+1% +$406 ﹤0.01% 1173
2022
Q2 		$22K Sell
1,309
-14
-1% -$256 ﹤0.01% 1198
2022
Q1 		$32K Buy
+1,323
New +$25.8K ﹤0.01% 1047

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

Allworth Financial's BE Position: Q2 2026 in Review

Allworth Financial increased its Bloom Energy (BE) stake by 41% in Q2 2026, buying an estimated $186K and bringing the position to 2,507 shares worth $759K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Allworth Financial first reported a position in BE in Q1 2022 and has held it in 18 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Allworth Financial held 2,507 shares of Bloom Energy worth $759K as of Q2 2026.
  • Allworth Financial bought 726 Bloom Energy shares in Q2 2026, an estimated $186K.
  • Bloom Energy made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #833 holding.
  • Allworth Financial first reported a position in Bloom Energy in Q1 2022 and has held it in 18 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.