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Cascade Financial Partners’s Bloom Energy BE Stock Holding History

Cascade Financial Partners’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 		$271K Buy
+895
New +$229K 0.02% 240

Other funds holding BE

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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

Cascade Financial Partners's BE Position: Q2 2026 in Review

Cascade Financial Partners opened a new position in Bloom Energy (BE) in Q2 2026: 895 shares worth $271K. The stake represents 0.02% of the portfolio and ranks #240 among its holdings.

1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Cascade Financial Partners held 895 shares of Bloom Energy worth $271K as of Q2 2026.
  • Bloom Energy was a new Cascade Financial Partners position in Q2 2026.
  • Bloom Energy made up 0.02% of Cascade Financial Partners's portfolio in Q2 2026, its #240 holding.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.