BCPWM
BE icon

Bradley & Co Private Wealth Management’s Bloom Energy BE Stock Holding History

Bradley & Co Private 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 		– Sell
-600
Closed -$81.3K – 222
2026
Q1 		$81.3K Buy
+600
New +$88.1K 0.04% 80

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 $3.37T AUM 44.26% 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

Bradley & Co Private Wealth Management's BE Position: Q2 2026 in Review

Bradley & Co Private Wealth Management sold out of Bloom Energy (BE) in Q2 2026, closing a stake of 600 shares — an estimated $81.3K sold.

Bradley & Co Private Wealth Management first reported a position in BE in Q1 2026 and held it in 1 quarter. The position peaked at $81.3K in Q1 2026. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Bradley & Co Private Wealth Management reported no remaining Bloom Energy position as of Q2 2026 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 600 Bloom Energy shares in Q2 2026, an estimated $81.3K.
  • Bradley & Co Private Wealth Management first reported a position in Bloom Energy in Q1 2026 and held it in 1 quarter.
  • Bradley & Co Private Wealth Management's Bloom Energy position peaked at $81.3K in Q1 2026.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.