Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Bloom Energy BE Stock Holding History

Carson Wealth (CWM 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
Q1 		$832K Sell
6,139
-155
-2% -$22.7K ﹤0.01% 1660
2025
Q4 		$547K Buy
6,294
+1,183
+23% +$124K ﹤0.01% 1866
2025
Q3 		$432K Buy
5,111
+162
+3% +$7.52K ﹤0.01% 1889
2025
Q2 		$118K Buy
4,949
+1,589
+47% +$30.8K ﹤0.01% 2575
2025
Q1 		$66K Buy
3,360
+644
+24% +$15.4K ﹤0.01% 2737
2024
Q4 		$60K Buy
2,716
+151
+6% +$2.65K ﹤0.01% 2655
2024
Q3 		$27K Buy
2,565
+166
+7% +$1.97K ﹤0.01% 3165
2024
Q2 		$29K Sell
2,399
-454
-16% -$5.79K ﹤0.01% 2853
2024
Q1 		$32K Buy
2,853
+1,233
+76% +$13.6K ﹤0.01% 2594
2023
Q4 		$24K Buy
1,620
+346
+27% +$4.33K ﹤0.01% 2646
2023
Q3 		$17K Sell
1,274
-29
-2% -$455 ﹤0.01% 2777
2023
Q2 		$21K Buy
1,303
+143
+12% +$2.31K ﹤0.01% 2592
2023
Q1 		$23K Buy
1,160
+93
+9% +$2.04K ﹤0.01% 2396
2022
Q4 		$20K Sell
1,067
-144
-12% -$2.83K ﹤0.01% 2353
2022
Q3 		$24K Buy
1,211
+39
+3% +$879 ﹤0.01% 2106
2022
Q2 		$19K Buy
1,172
+67
+6% +$1.23K ﹤0.01% 2140
2022
Q1 		$27K Buy
1,105
+8
+0.7% +$156 ﹤0.01% 1889
2021
Q4 		$24K Buy
+1,097
New +$27.7K ﹤0.01% 1880
2021
Q2 		$26K Hold
954
– – ﹤0.01% 1671
2021
Q1 		$26K Hold
954
– – ﹤0.01% 1671
2020
Q4 		$26K Hold
954
– – ﹤0.01% 1671
2020
Q3 		$26K Hold
954
– – ﹤0.01% 1671
2020
Q2 		$26K Hold
954
– – ﹤0.01% 1671
2020
Q1 		$26K Hold
954
– – ﹤0.01% 1671
2019
Q4 		$26K Hold
954
– – ﹤0.01% 1671
2019
Q3 		$26K Hold
954
– – ﹤0.01% 1671
2019
Q2 		$26K Hold
954
– – ﹤0.01% 1671
2019
Q1 		$26K Buy
+954
New +$11.7K ﹤0.01% 1671

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Bloom Energy (BE) stake by 2.5% in Q1 2026, selling an estimated $22.7K and leaving 6,139 shares worth $832K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

Carson Wealth (CWM LLC) first reported a position in BE in Q1 2019 and has held it in 28 quarters since. 982 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,139 shares of Bloom Energy worth $832K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 155 Bloom Energy shares in Q1 2026, an estimated $22.7K.
  • Bloom Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1660 holding.
  • Carson Wealth (CWM LLC) first reported a position in Bloom Energy in Q1 2019 and has held it in 28 quarters since.
  • 982 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.