Atwood & Palmer’s Bloom Energy BE Stock Holding History

Atwood & Palmer’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	–	Sell	-4	Closed	-$1.21K	–	499
2026 Q2	$1.21K	Buy	+4	New	+$1.02K	﹤0.01%	449

Other funds holding BE

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atwood & Palmer's BE Position: Q3 2026 in Review

Atwood & Palmer sold out of Bloom Energy (BE) in Q3 2026, closing a stake of 4 shares — an estimated $1.21K sold.

Atwood & Palmer first reported a position in BE in Q2 2026 and held it in 1 quarter. The position peaked at $1.21K in Q2 2026. 47 funds tracked by Wall St. Rank hold BE as of Q3 2026.

Atwood & Palmer reported no remaining Bloom Energy position as of Q3 2026 after selling out during the quarter.
Atwood & Palmer sold 4 Bloom Energy shares in Q3 2026, an estimated $1.21K.
Atwood & Palmer first reported a position in Bloom Energy in Q2 2026 and held it in 1 quarter.
Atwood & Palmer's Bloom Energy position peaked at $1.21K in Q2 2026.
47 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.