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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Arkadios Wealth Advisors's BE Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Bloom Energy (BE) stake by 13% in Q1 2026, selling an estimated $112K and leaving 5,180 shares worth $702K. The position accounts for 0.01% of the portfolio, ranked #949.

Arkadios Wealth Advisors first reported a position in BE in Q3 2025 and has held it in 3 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Arkadios Wealth Advisors held 5,180 shares of Bloom Energy worth $702K as of Q1 2026.
  • Arkadios Wealth Advisors sold 762 Bloom Energy shares in Q1 2026, an estimated $112K.
  • Bloom Energy made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #949 holding.
  • Arkadios Wealth Advisors first reported a position in Bloom Energy in Q3 2025 and has held it in 3 quarters since.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.