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Asset Dedication LLC’s Bloom Energy BE Stock Holding History

Asset Dedication LLC’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 		$35.4K Buy
117
+17
+17% +$4.36K ﹤0.01% 549
2026
Q1 		$13.5K Hold
100
– – ﹤0.01% 711
2025
Q4 		$8.69K Buy
+100
New +$10.5K ﹤0.01% 808

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
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

Asset Dedication LLC's BE Position: Q2 2026 in Review

Asset Dedication LLC increased its Bloom Energy (BE) stake by 17% in Q2 2026, buying an estimated $4.36K and bringing the position to 117 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Asset Dedication LLC first reported a position in BE in Q4 2025 and has held it in 3 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Asset Dedication LLC held 117 shares of Bloom Energy worth $35.4K as of Q2 2026.
  • Asset Dedication LLC bought 17 Bloom Energy shares in Q2 2026, an estimated $4.36K.
  • Bloom Energy made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #549 holding.
  • Asset Dedication LLC first reported a position in Bloom Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.