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Bragg Financial Advisors’s Bloom Energy BE Stock Holding History

Bragg Financial 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 		– Sell
-3,500
Closed -$474K – 364
2026
Q1 		$474K Sell
3,500
-4,000
-53% -$587K 0.02% 281
2025
Q4 		$652K Sell
7,500
-7,456
-50% -$783K 0.02% 244
2025
Q3 		$1.26M Sell
14,956
-8,000
-35% -$372K 0.04% 200
2025
Q2 		$549K Hold
22,956
– – 0.02% 254
2025
Q1 		$451K Hold
22,956
– – 0.02% 262
2024
Q4 		$510K Hold
22,956
– – 0.02% 254
2024
Q3 		$242K Buy
22,956
+5,744
+33% +$68.1K 0.01% 308
2024
Q2 		$211K Sell
17,212
-5,744
-25% -$73.2K 0.01% 311
2024
Q1 		$258K Hold
22,956
– – 0.01% 299
2023
Q4 		$340K Hold
22,956
– – 0.02% 266
2023
Q3 		$304K Hold
22,956
– – 0.02% 275
2023
Q2 		$375K Buy
22,956
+1,469
+7% +$23.7K 0.02% 264
2023
Q1 		$428K Hold
21,487
– – 0.03% 247
2022
Q4 		$411K Sell
21,487
-3,009
-12% -$59.1K 0.03% 244
2022
Q3 		$490K Hold
24,496
– – 0.03% 223
2022
Q2 		$404K Hold
24,496
– – 0.03% 239
2022
Q1 		$592K Sell
24,496
-4,000
-14% -$78.1K 0.03% 222
2021
Q4 		$533K Hold
28,496
– – 0.03% 217
2021
Q3 		$533K Hold
28,496
– – 0.03% 217
2021
Q2 		$766K Hold
28,496
– – 0.05% 193
2021
Q1 		$771K Buy
28,496
+1,500
+6% +$48.9K 0.05% 193
2020
Q4 		$774K Buy
26,996
+40
+0.1% +$854 0.07% 178
2020
Q3 		$484K Hold
26,956
– – 0.05% 191
2020
Q2 		$293K Hold
26,956
– – 0.03% 228
2020
Q1 		$141K Hold
26,956
– – 0.02% 251
2019
Q4 		$201K Hold
26,956
– – 0.02% 264
2019
Q3 		$88K Buy
26,956
+5,195
+24% +$38.8K 0.01% 266
2019
Q2 		$267K Buy
+21,761
New +$267K 0.03% 246

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

Bragg Financial Advisors's BE Position: Q2 2026 in Review

Bragg Financial Advisors sold out of Bloom Energy (BE) in Q2 2026, closing a stake of 3,500 shares — an estimated $474K sold.

Bragg Financial Advisors first reported a position in BE in Q2 2019 and held it in 28 quarters. The position peaked at $1.26M in Q3 2025. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Bragg Financial Advisors reported no remaining Bloom Energy position as of Q2 2026 after selling out during the quarter.
  • Bragg Financial Advisors sold 3,500 Bloom Energy shares in Q2 2026, an estimated $474K.
  • Bragg Financial Advisors first reported a position in Bloom Energy in Q2 2019 and held it in 28 quarters.
  • Bragg Financial Advisors's Bloom Energy position peaked at $1.26M in Q3 2025.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.