Ausdal Financial Partners’s Bloom Energy BE Stock Holding History

Ausdal Financial Partners’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	$1.01M	Buy	3,327 +907	+37%	+$232K	0.04%	406
2026 Q1	$328K	Buy	+2,420	New	+$355K	0.01%	744
2025 Q4	–	Sell	-3,747	Closed	-$317K	–	945
2025 Q3	$317K	Buy	+3,747	New	+$174K	0.02%	709

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Ausdal Financial Partners's BE Position: Q2 2026 in Review

Ausdal Financial Partners increased its Bloom Energy (BE) stake by 37% in Q2 2026, buying an estimated $232K and bringing the position to 3,327 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #406.

Ausdal Financial Partners first reported a position in BE in Q3 2025 and has held it in 3 quarters since. 1,278 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Ausdal Financial Partners held 3,327 shares of Bloom Energy worth $1.01M as of Q2 2026.
Ausdal Financial Partners bought 907 Bloom Energy shares in Q2 2026, an estimated $232K.
Bloom Energy made up 0.04% of Ausdal Financial Partners's portfolio in Q2 2026, its #406 holding.
Ausdal Financial Partners first reported a position in Bloom Energy in Q3 2025 and has held it in 3 quarters since.
1,278 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.