Arkadios Wealth Advisors’s Bloom Energy BE Stock Holding History

Arkadios Wealth Advisors’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	$1.65M	Buy	5,439 +259	+5%	+$66.4K	0.02%	614
2026 Q1	$702K	Sell	5,180 -762	-13%	-$112K	0.01%	949
2025 Q4	$516K	Sell	5,942 -366	-6%	-$38.5K	0.01%	990
2025 Q3	$533K	Buy	+6,308	New	+$293K	0.01%	905

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

Arkadios Wealth Advisors's BE Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Bloom Energy (BE) stake by 5% in Q2 2026, buying an estimated $66.4K and bringing the position to 5,439 shares worth $1.65M. The position accounts for 0.02% of the portfolio, ranked #614.

Arkadios Wealth Advisors first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Arkadios Wealth Advisors held 5,439 shares of Bloom Energy worth $1.65M as of Q2 2026.
Arkadios Wealth Advisors bought 259 Bloom Energy shares in Q2 2026, an estimated $66.4K.
Bloom Energy made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #614 holding.
Arkadios Wealth Advisors first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.