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Avion Wealth’s Bloom Energy BE Stock Holding History

Avion 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
Q2 		$17K Buy
59
+15
+34% +$3.84K ﹤0.01% 421
2026
Q1 		$5K Buy
44
+13
+42% +$1.91K ﹤0.01% 643
2025
Q4 		$2K Buy
31
+5
+19% +$525 ﹤0.01% 842
2025
Q3 		$2K Hold
26
– – ﹤0.01% 828
2025
Q2 		$0 Buy
+26
New +$503 ﹤0.01% 1173
2024
Q3 		– Sell
-30
Closed – – 1004
2024
Q2 		$0 Buy
+30
New +$382 ﹤0.01% 916

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

Avion Wealth's BE Position: Q2 2026 in Review

Avion Wealth increased its Bloom Energy (BE) stake by 34% in Q2 2026, buying an estimated $3.84K and bringing the position to 59 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Avion Wealth first reported a position in BE in Q2 2024 and has held it in 6 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Avion Wealth held 59 shares of Bloom Energy worth $17K as of Q2 2026.
  • Avion Wealth bought 15 Bloom Energy shares in Q2 2026, an estimated $3.84K.
  • Bloom Energy made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #421 holding.
  • Avion Wealth first reported a position in Bloom Energy in Q2 2024 and has held it in 6 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.