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Avior Wealth Management’s Bloom Energy BE Stock Holding History

Avior Wealth Management’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 		$589K Sell
1,945
-2,625
-57% -$673K 0.02% 474
2026
Q1 		$619K Buy
4,570
+12
+0.3% +$1.76K 0.02% 470
2025
Q4 		$396K Sell
4,558
-518
-10% -$54.4K 0.01% 532
2025
Q3 		$429K Buy
+5,076
New +$236K 0.01% 485
2025
Q1 		– Sell
-1,800
Closed -$40K – 892
2024
Q4 		$40K Buy
+1,800
New +$31.6K ﹤0.01% 1214
2024
Q2 		– Sell
-39
Closed -$438 – 2423
2024
Q1 		$438 Buy
+39
New +$429 ﹤0.01% 2604

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

Avior Wealth Management's BE Position: Q2 2026 in Review

Avior Wealth Management reduced its Bloom Energy (BE) stake by 57% in Q2 2026, selling an estimated $673K and leaving 1,945 shares worth $589K. The position accounts for 0.02% of the portfolio, ranked #474.

Avior Wealth Management first reported a position in BE in Q1 2024 and has held it in 6 quarters since. The position peaked at $619K in Q1 2026. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Avior Wealth Management held 1,945 shares of Bloom Energy worth $589K as of Q2 2026.
  • Avior Wealth Management sold 2,625 Bloom Energy shares in Q2 2026, an estimated $673K.
  • Bloom Energy made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #474 holding.
  • Avior Wealth Management first reported a position in Bloom Energy in Q1 2024 and has held it in 6 quarters since.
  • Avior Wealth Management's Bloom Energy position peaked at $619K in Q1 2026.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.