Ashton Thomas Private Wealth
BE icon

Ashton Thomas Private Wealth’s Bloom Energy BE Stock Holding History

Ashton Thomas Private Wealth’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 		$1.65M Sell
5,974
-57
-0.9% -$13.5K 0.03% 438
2026
Q2 		$1.83M Buy
6,031
+509
+9% +$130K 0.04% 398
2026
Q1 		$748K Buy
5,522
+16
+0.3% +$2.35K 0.02% 616
2025
Q4 		$478K Buy
+5,506
New +$579K 0.01% 676

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

Ashton Thomas Private Wealth's BE Position: Q3 2026 in Review

Ashton Thomas Private Wealth reduced its Bloom Energy (BE) stake by 0.95% in Q3 2026, selling an estimated $13.5K and leaving 5,974 shares worth $1.65M. The position accounts for 0.03% of the portfolio, ranked #438.

Ashton Thomas Private Wealth first reported a position in BE in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.83M in Q2 2026. 1,130 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Ashton Thomas Private Wealth held 5,974 shares of Bloom Energy worth $1.65M as of Q3 2026.
  • Ashton Thomas Private Wealth sold 57 Bloom Energy shares in Q3 2026, an estimated $13.5K.
  • Bloom Energy made up 0.03% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #438 holding.
  • Ashton Thomas Private Wealth first reported a position in Bloom Energy in Q4 2025 and has held it in 4 quarters since.
  • Ashton Thomas Private Wealth's Bloom Energy position peaked at $1.83M in Q2 2026.
  • 1,130 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.