Bell Investment Advisors’s Bloom Energy BE Stock Holding History

Bell Investment 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	$28.2K	Buy	93 +2	+2%	+$512	﹤0.01%	392
2026 Q1	$12.3K	Buy	91 +29	+47%	+$4.26K	﹤0.01%	610
2025 Q4	$5.39K	Buy	62 +39	+170%	+$4.1K	﹤0.01%	943
2025 Q3	$1.95K	Sell	23 -43	-65%	-$2K	﹤0.01%	1342
2025 Q2	$1.58K	Buy	66 +3	+5%	+$58	﹤0.01%	1438
2025 Q1	$1.24K	Buy	63 +20	+47%	+$477	﹤0.01%	1481
2024 Q4	$956	Hold	43	–	–	﹤0.01%	1597
2024 Q3	$455	Buy	+43	New	+$510	﹤0.01%	1798
2023 Q2	–	Sell	-22	Closed	-$439	–	1923
2023 Q1	$439	Hold	22	–	–	﹤0.01%	1872
2022 Q4	$421	Hold	22	–	–	﹤0.01%	1900
2022 Q3	$0	Sell	22 -99	-82%	-$2.23K	﹤0.01%	1727
2022 Q2	$2K	Buy	+121	New	+$2.22K	﹤0.01%	1092
2021 Q4	$3K	Hold	118	–	–	﹤0.01%	946
2021 Q3	$2K	Buy	+118	New	+$2.5K	﹤0.01%	1022

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's BE Position: Q2 2026 in Review

Bell Investment Advisors increased its Bloom Energy (BE) stake by 2.2% in Q2 2026, buying an estimated $512 and bringing the position to 93 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Bell Investment Advisors first reported a position in BE in Q3 2021 and has held it in 14 quarters since. 1,287 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Bell Investment Advisors held 93 shares of Bloom Energy worth $28.2K as of Q2 2026.
Bell Investment Advisors bought 2 Bloom Energy shares in Q2 2026, an estimated $512.
Bloom Energy made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #392 holding.
Bell Investment Advisors first reported a position in Bloom Energy in Q3 2021 and has held it in 14 quarters since.
1,287 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.