Bartlett & Co Wealth Management’s Bloom Energy BE Stock Holding History

Bartlett & Co 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	$1.29M	Buy	4,252 +467	+12%	+$120K	0.02%	255
2026 Q1	$1.09M	Sell	3,785 -83	-2%	-$12.2K	0.01%	261
2025 Q4	$336K	Buy	+3,868	New	+$406K	﹤0.01%	385
2023 Q4	–	Sell	-1,750	Closed	-$23.2K	–	1242
2023 Q3	$23.2K	Hold	1,750	–	–	﹤0.01%	790
2023 Q2	$28.6K	Hold	1,750	–	–	﹤0.01%	755
2023 Q1	$34.9K	Hold	1,750	–	–	﹤0.01%	620
2022 Q4	$33.5K	Hold	1,750	–	–	﹤0.01%	639
2022 Q3	$35K	Hold	1,750	–	–	﹤0.01%	620
2022 Q2	$28.9K	Hold	1,750	–	–	﹤0.01%	668
2022 Q1	$42.3K	Buy	+1,750	New	+$34.2K	﹤0.01%	611
2021 Q4	–	Sell	-1,750	Closed	-$32.8K	–	447
2021 Q3	$32.8K	Hold	1,750	–	–	﹤0.01%	568
2021 Q2	$47K	Hold	1,750	–	–	﹤0.01%	520
2021 Q1	$47.3K	Hold	1,750	–	–	﹤0.01%	547
2020 Q4	$50.2K	Hold	1,750	–	–	﹤0.01%	526
2020 Q3	$31.4K	Hold	1,750	–	–	﹤0.01%	556
2020 Q2	$19K	Buy	+1,750	New	+$13.7K	﹤0.01%	611

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bartlett & Co Wealth Management's BE Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Bloom Energy (BE) stake by 12% in Q2 2026, buying an estimated $120K and bringing the position to 4,252 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #255.

Bartlett & Co Wealth Management first reported a position in BE in Q2 2020 and has held it in 16 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Bartlett & Co Wealth Management held 4,252 shares of Bloom Energy worth $1.29M as of Q2 2026.
Bartlett & Co Wealth Management bought 467 Bloom Energy shares in Q2 2026, an estimated $120K.
Bloom Energy made up 0.02% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #255 holding.
Bartlett & Co Wealth Management first reported a position in Bloom Energy in Q2 2020 and has held it in 16 quarters since.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.