Bernard Wealth Management’s Bloom Energy BE Stock Holding History

Bernard 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	$539K	Sell	1,779 -95	-5%	-$24.3K	0.2%	45
2026 Q1	$254K	Hold	1,874	–	–	0.11%	55
2025 Q4	$163K	Sell	1,874 -126	-6%	-$13.2K	0.07%	72
2025 Q3	$169K	Sell	2,000 -500	-20%	-$23.2K	0.07%	66
2025 Q2	$59.8K	Buy	2,500 +1,500	+150%	+$29K	0.03%	117
2025 Q1	$19.7K	Hold	1,000	–	–	0.01%	183
2024 Q4	$22.2K	Buy	+1,000	New	+$17.5K	0.01%	171

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

Bernard Wealth Management's BE Position: Q2 2026 in Review

Bernard Wealth Management reduced its Bloom Energy (BE) stake by 5.1% in Q2 2026, selling an estimated $24.3K and leaving 1,779 shares worth $539K. The position accounts for 0.2% of the portfolio, ranked #45.

Bernard Wealth Management first reported a position in BE in Q4 2024 and has held it in 7 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Bernard Wealth Management held 1,779 shares of Bloom Energy worth $539K as of Q2 2026.
Bernard Wealth Management sold 95 Bloom Energy shares in Q2 2026, an estimated $24.3K.
Bloom Energy made up 0.2% of Bernard Wealth Management's portfolio in Q2 2026, its #45 holding.
Bernard Wealth Management first reported a position in Bloom Energy in Q4 2024 and has held it in 7 quarters since.
1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.