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	–	Sell	-100,000	Closed	-$120K	–	929
2026 Q1	$120K	Buy	100,000 +99,000	+9,900%	+$14.5M	0.01%	771
2025 Q4	$86.9K	Sell	1,000 -75,000	-99%	-$7.88M	﹤0.01%	943
2025 Q3	$64.3K	Buy	+76,000	New	+$3.53M	﹤0.01%	990

Other funds holding BE

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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. 338 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.
338 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.