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Bare Financial Services’s Bloom Energy BE Stock Holding History

Bare Financial Services’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 		$15.4K Hold
51
– – ﹤0.01% 393
2026
Q1 		$6.91K Sell
51
-31
-38% -$4.55K ﹤0.01% 514
2025
Q4 		$7.13K Sell
82
-12
-13% -$1.26K ﹤0.01% 383
2025
Q3 		$7.95K Buy
94
+16
+21% +$743 ﹤0.01% 311
2025
Q2 		$1.87K Buy
+78
New +$1.51K ﹤0.01% 759

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

Bare Financial Services's BE Position: Q2 2026 in Review

Bare Financial Services held its Bloom Energy (BE) position steady in Q2 2026 at 51 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Bare Financial Services first reported a position in BE in Q2 2025 and has held it in 5 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Bare Financial Services held 51 shares of Bloom Energy worth $15.4K as of Q2 2026.
  • Bare Financial Services left its Bloom Energy share count unchanged in Q2 2026.
  • Bloom Energy made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #393 holding.
  • Bare Financial Services first reported a position in Bloom Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.