Apella Capital’s Bloom Energy BE Stock Holding History

Apella Capital’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 Q3	$2.56M	Sell	8,786 -3	-0%	-$709	0.03%	256
2026 Q2	$2.37M	Buy	8,789 +3,839	+78%	+$984K	0.03%	242
2026 Q1	$1.03M	Buy	+4,950	New	+$726K	0.02%	364

Other funds holding BE

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Apella Capital's BE Position: Q3 2026 in Review

Apella Capital reduced its Bloom Energy (BE) stake by 0.03% in Q3 2026, selling an estimated $709 and leaving 8,786 shares worth $2.56M. The position accounts for 0.03% of the portfolio, ranked #256.

Apella Capital first reported a position in BE in Q1 2026 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold BE as of Q3 2026.

Apella Capital held 8,786 shares of Bloom Energy worth $2.56M as of Q3 2026.
Apella Capital sold 3 Bloom Energy shares in Q3 2026, an estimated $709.
Bloom Energy made up 0.03% of Apella Capital's portfolio in Q3 2026, its #256 holding.
Apella Capital first reported a position in Bloom Energy in Q1 2026 and has held it in 3 quarters since.
35 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.