Artemis Wealth Advisors
BE icon

Artemis Wealth Advisors’s Bloom Energy BE Stock Holding History

Artemis 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
Q3 		$3.32M Buy
12,000
+4,000
+50% +$945K 0.41% 23
2026
Q2 		$2.42M Buy
+8,000
New +$2.05M 0.29% 25
2025
Q4 		– Sell
-8,000
Closed -$677K – 42
2025
Q3 		$677K Buy
+8,000
New +$372K 0.07% 27

Other funds holding BE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $24.8B AUM 30.34% 1-Year Est. Return

Artemis Wealth Advisors's BE Position: Q3 2026 in Review

Artemis Wealth Advisors increased its Bloom Energy (BE) stake by 50% in Q3 2026, buying an estimated $945K and bringing the position to 12,000 shares worth $3.32M. The position accounts for 0.41% of the portfolio, ranked #23.

Artemis Wealth Advisors first reported a position in BE in Q3 2025 and has held it in 3 quarters since. 1,130 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Artemis Wealth Advisors held 12,000 shares of Bloom Energy worth $3.32M as of Q3 2026.
  • Artemis Wealth Advisors bought 4,000 Bloom Energy shares in Q3 2026, an estimated $945K.
  • Bloom Energy made up 0.41% of Artemis Wealth Advisors's portfolio in Q3 2026, its #23 holding.
  • Artemis Wealth Advisors first reported a position in Bloom Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Artemis Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.