B. Riley Wealth Advisors’s Bloom Energy BE Stock Holding History

B. Riley Wealth Advisors’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	$664K	Sell	2,415 -1,466	-38%	-$376K	0.04%	401
2026 Q1	$464K	Sell	3,881 -887	-19%	-$130K	0.03%	459
2025 Q4	$414K	Buy	4,768 +1,968	+70%	+$207K	0.02%	596
2025 Q3	$237K	Buy	+2,800	New	+$130K	0.01%	825
2024 Q4	–	Sell	-21,404	Closed	-$226K	–	1150
2024 Q3	$226K	Buy	21,404 +3,824	+22%	+$45.4K	0.01%	1085
2024 Q2	$215K	Buy	+17,580	New	+$224K	0.01%	1197
2023 Q3	–	Sell	-44,365	Closed	-$725K	–	1483
2023 Q2	$725K	Buy	+44,365	New	+$717K	0.02%	687

Other funds holding BE

ECP

Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

B. Riley Wealth Advisors's BE Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Bloom Energy (BE) stake by 38% in Q2 2026, selling an estimated $376K and leaving 2,415 shares worth $664K. The position accounts for 0.04% of the portfolio, ranked #401.

B. Riley Wealth Advisors first reported a position in BE in Q2 2023 and has held it in 7 quarters since. The position peaked at $725K in Q2 2023. 468 funds tracked by Wall St. Rank hold BE as of Q2 2026.

B. Riley Wealth Advisors held 2,415 shares of Bloom Energy worth $664K as of Q2 2026.
B. Riley Wealth Advisors sold 1,466 Bloom Energy shares in Q2 2026, an estimated $376K.
Bloom Energy made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #401 holding.
B. Riley Wealth Advisors first reported a position in Bloom Energy in Q2 2023 and has held it in 7 quarters since.
B. Riley Wealth Advisors's Bloom Energy position peaked at $725K in Q2 2023.
468 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.