Cedar Mountain Advisors’s Bloom Energy BE Stock Holding History

Cedar Mountain 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	$101K	Hold	334	–	–	0.02%	109
2026 Q1	$45.3K	Buy	334 +75	+29%	+$11K	0.01%	166
2025 Q4	$22.5K	Hold	259	–	–	﹤0.01%	173
2025 Q3	$21.9K	Hold	259	–	–	﹤0.01%	179
2025 Q2	$6.2K	Hold	259	–	–	﹤0.01%	250
2025 Q1	$5.09K	Hold	259	–	–	﹤0.01%	250
2024 Q4	$5.75K	Hold	259	–	–	﹤0.01%	248
2024 Q3	$2.73K	Hold	259	–	–	﹤0.01%	275
2024 Q2	$3.17K	Hold	259	–	–	﹤0.01%	254
2024 Q1	$2.91K	Hold	259	–	–	﹤0.01%	258
2023 Q4	$3.83K	Hold	259	–	–	﹤0.01%	232
2023 Q3	$3.43K	Hold	259	–	–	﹤0.01%	235
2023 Q2	$4.24K	Hold	259	–	–	﹤0.01%	215
2023 Q1	$5.16K	Hold	259	–	–	﹤0.01%	201
2022 Q4	$4.95K	Hold	259	–	–	﹤0.01%	207
2022 Q3	$5K	Sell	259 -1	-0.4%	-$23	﹤0.01%	206
2022 Q2	$4K	Sell	260 -1	-0.4%	-$18	﹤0.01%	224
2022 Q1	$6K	Hold	261	–	–	﹤0.01%	218
2021 Q4	$6K	Hold	261	–	–	﹤0.01%	223
2021 Q3	$5K	Buy	261 +2	+0.8%	+$42	﹤0.01%	225
2021 Q2	$7K	Hold	259	–	–	﹤0.01%	189
2021 Q1	$7K	Buy	+259	New	+$8.45K	﹤0.01%	194

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Cedar Mountain Advisors's BE Position: Q2 2026 in Review

Cedar Mountain Advisors held its Bloom Energy (BE) position steady in Q2 2026 at 334 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #109.

Cedar Mountain Advisors first reported a position in BE in Q1 2021 and has held it in 22 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Cedar Mountain Advisors held 334 shares of Bloom Energy worth $101K as of Q2 2026.
Cedar Mountain Advisors left its Bloom Energy share count unchanged in Q2 2026.
Bloom Energy made up 0.02% of Cedar Mountain Advisors's portfolio in Q2 2026, its #109 holding.
Cedar Mountain Advisors first reported a position in Bloom Energy in Q1 2021 and has held it in 22 quarters since.
1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.