Blue Bell Private Wealth Management’s Bloom Energy BE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$13.9K Buy
46
+4
+10% +$1.02K ﹤0.01% 558
2026
Q1
$5.69K Buy
+42
New +$6.16K ﹤0.01% 607

Other funds holding BE

Blue Bell Private Wealth Management's BE Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its Bloom Energy (BE) stake by 9.5% in Q2 2026, buying an estimated $1.02K and bringing the position to 46 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Blue Bell Private Wealth Management first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Blue Bell Private Wealth Management held 46 shares of Bloom Energy worth $13.9K as of Q2 2026.
  • Blue Bell Private Wealth Management bought 4 Bloom Energy shares in Q2 2026, an estimated $1.02K.
  • Bloom Energy made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #558 holding.
  • Blue Bell Private Wealth Management first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.