AWM
BE icon

Axxcess Wealth Management’s Bloom Energy BE Stock Holding History

Axxcess 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 		$3.08M Buy
+10,161
New +$2.6M 0.05% 324
2025
Q4 		– Sell
-3,064
Closed -$259K – 1049
2025
Q3 		$259K Buy
+3,064
New +$142K 0.01% 805

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

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

Axxcess Wealth Management opened a new position in Bloom Energy (BE) in Q2 2026: 10,161 shares worth $3.08M. The stake represents 0.05% of the portfolio and ranks #324 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in BE as recently as Q3 2025.

Axxcess Wealth Management first reported a position in BE in Q3 2025 and has held it in 2 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Axxcess Wealth Management held 10,161 shares of Bloom Energy worth $3.08M as of Q2 2026.
  • Bloom Energy was a new Axxcess Wealth Management position in Q2 2026.
  • Bloom Energy made up 0.05% of Axxcess Wealth Management's portfolio in Q2 2026, its #324 holding.
  • Axxcess Wealth Management first reported a position in Bloom Energy in Q3 2025 and has held it in 2 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.