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Bogart Wealth LLC’s Bloom Energy BE Stock Holding History

Bogart Wealth LLC’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 		$40K Buy
132
+116
+725% +$29.7K ﹤0.01% 596
2026
Q1 		$2.17K Buy
16
+11
+220% +$1.61K ﹤0.01% 1257
2025
Q4 		$434 Buy
+5
New +$525 ﹤0.01% 1500

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's BE Position: Q2 2026 in Review

Bogart Wealth LLC increased its Bloom Energy (BE) stake by 725% in Q2 2026, buying an estimated $29.7K and bringing the position to 132 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Bogart Wealth LLC first reported a position in BE in Q4 2025 and has held it in 3 quarters since. 1,287 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Bogart Wealth LLC held 132 shares of Bloom Energy worth $40K as of Q2 2026.
  • Bogart Wealth LLC bought 116 Bloom Energy shares in Q2 2026, an estimated $29.7K.
  • Bloom Energy made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #596 holding.
  • Bogart Wealth LLC first reported a position in Bloom Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.