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Beacon Pointe Advisors’s Bloom Energy BE Stock Holding History

Beacon Pointe 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
Q1 		$149K Buy
+1,100
New +$161K ﹤0.01% 1758

Other funds holding BE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Beacon Pointe Advisors's BE Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in Bloom Energy (BE) in Q1 2026: 1,350 shares worth $183K. The stake represents ﹤0.01% of the portfolio and ranks #1743 among its holdings.

978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Beacon Pointe Advisors held 1,350 shares of Bloom Energy worth $183K as of Q1 2026.
  • Bloom Energy was a new Beacon Pointe Advisors position in Q1 2026.
  • Bloom Energy made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1743 holding.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.