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Beacon Investment Advisory Services’s Bloom Energy BE Stock Holding History

Beacon Investment Advisory 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 		$303K Hold
1,000
– – 0.01% 219
2026
Q1 		$135K Buy
+1,000
New +$147K 0.01% 291

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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
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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

Beacon Investment Advisory Services's BE Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Bloom Energy (BE) position steady in Q2 2026 at 1,000 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #219.

Beacon Investment Advisory Services first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Beacon Investment Advisory Services held 1,000 shares of Bloom Energy worth $303K as of Q2 2026.
  • Beacon Investment Advisory Services left its Bloom Energy share count unchanged in Q2 2026.
  • Bloom Energy made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #219 holding.
  • Beacon Investment Advisory Services first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.