Cerity Partners’s Bloom Energy BE Stock Holding History

Cerity 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	$7.33M	Buy	24,201 +5,431	+29%	+$1.39M	0.01%	914
2026 Q1	$2.54M	Buy	18,770 +9,771	+109%	+$1.43M	﹤0.01%	1344
2025 Q4	$782K	Sell	8,999 -200	-2%	-$21K	﹤0.01%	1831
2025 Q3	$778K	Buy	+9,199	New	+$427K	﹤0.01%	1721
2019 Q1	–	Sell	-11,310	Closed	-$113K	–	534
2018 Q4	$113K	Buy	+11,310	New	+$218K	0.01%	500

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

GAMA

Graticule Asia Macro Advisors New York $1.33B AUM 1,044.61% 1-Year Est. Return

Cerity Partners's BE Position: Q2 2026 in Review

Cerity Partners increased its Bloom Energy (BE) stake by 29% in Q2 2026, buying an estimated $1.39M and bringing the position to 24,201 shares worth $7.33M. The position accounts for 0.01% of the portfolio, ranked #914.

Cerity Partners first reported a position in BE in Q4 2018 and has held it in 5 quarters since. 1,195 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Cerity Partners held 24,201 shares of Bloom Energy worth $7.33M as of Q2 2026.
Cerity Partners bought 5,431 Bloom Energy shares in Q2 2026, an estimated $1.39M.
Bloom Energy made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #914 holding.
Cerity Partners first reported a position in Bloom Energy in Q4 2018 and has held it in 5 quarters since.
1,195 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.