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Center for Financial Planning’s Bloom Energy BE Stock Holding History

Center for Financial Planning’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 		$76.3K Sell
252
-250
-50% -$64.1K 0.01% 269
2026
Q1 		$68K Sell
502
-77
-13% -$11.3K 0.01% 272
2025
Q4 		$50.3K Hold
579
– – 0.01% 295
2025
Q3 		$49K Hold
579
– – 0.01% 307
2025
Q2 		$13.8K Hold
579
– – ﹤0.01% 430
2025
Q1 		$11.4K Hold
579
– – ﹤0.01% 460
2024
Q4 		$12.9K Hold
579
– – ﹤0.01% 392
2024
Q3 		$6.12K Hold
579
– – ﹤0.01% 445
2024
Q2 		$7.09K Hold
579
– – ﹤0.01% 426
2024
Q1 		$6.51K Buy
+579
New +$6.36K ﹤0.01% 452

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

Center for Financial Planning's BE Position: Q2 2026 in Review

Center for Financial Planning reduced its Bloom Energy (BE) stake by 50% in Q2 2026, selling an estimated $64.1K and leaving 252 shares worth $76.3K. The position accounts for 0.01% of the portfolio, ranked #269.

Center for Financial Planning first reported a position in BE in Q1 2024 and has held it in 10 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Center for Financial Planning held 252 shares of Bloom Energy worth $76.3K as of Q2 2026.
  • Center for Financial Planning sold 250 Bloom Energy shares in Q2 2026, an estimated $64.1K.
  • Bloom Energy made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #269 holding.
  • Center for Financial Planning first reported a position in Bloom Energy in Q1 2024 and has held it in 10 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.