Altus Wealth Group’s Bloom Energy BE Stock Holding History

Altus Wealth Group’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	$477K	Hold	1,576	–	–	0.17%	92
2026 Q1	$214K	Buy	+1,576	New	+$231K	0.09%	132
2021 Q1	–	Sell	-1,225	Closed	-$35K	–	220
2020 Q4	$35K	Buy	+1,225	New	+$26.1K	0.03%	265

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

Altus Wealth Group's BE Position: Q2 2026 in Review

Altus Wealth Group held its Bloom Energy (BE) position steady in Q2 2026 at 1,576 shares worth $477K. The position accounts for 0.17% of the portfolio, ranked #92.

Altus Wealth Group first reported a position in BE in Q4 2020 and has held it in 3 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Altus Wealth Group held 1,576 shares of Bloom Energy worth $477K as of Q2 2026.
Altus Wealth Group left its Bloom Energy share count unchanged in Q2 2026.
Bloom Energy made up 0.17% of Altus Wealth Group's portfolio in Q2 2026, its #92 holding.
Altus Wealth Group first reported a position in Bloom Energy in Q4 2020 and has held it in 3 quarters since.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.