Cetera Investment Advisers
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Cetera Investment Advisers’s Bloom Energy BE Stock Holding History

Cetera Investment Advisers’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 		$41.4M Sell
136,830
-14,142
-9% -$3.62M 0.04% 462
2026
Q1 		$20.5M Buy
150,972
+62,729
+71% +$9.21M 0.02% 670
2025
Q4 		$7.67M Buy
88,243
+7,799
+10% +$819K 0.01% 1194
2025
Q3 		$6.8M Buy
80,444
+18,862
+31% +$876K 0.01% 1201
2025
Q2 		$1.47M Buy
61,582
+30,605
+99% +$593K ﹤0.01% 2072
2025
Q1 		$609K Buy
30,977
+7,135
+30% +$170K ﹤0.01% 2676
2024
Q4 		$530K Buy
23,842
+3,956
+20% +$69.3K ﹤0.01% 2634
2024
Q3 		$210K Sell
19,886
-3,476
-15% -$41.2K ﹤0.01% 3344
2024
Q2 		$286K Sell
23,362
-20,201
-46% -$257K ﹤0.01% 3075
2024
Q1 		$490K Buy
43,563
+17,965
+70% +$197K ﹤0.01% 2623
2023
Q4 		$379K Sell
25,598
-177
-0.7% -$2.21K ﹤0.01% 1646
2023
Q3 		$342K Sell
25,775
-93
-0.4% -$1.46K ﹤0.01% 1637
2023
Q2 		$423K Sell
25,868
-1,110
-4% -$17.9K ﹤0.01% 1544
2023
Q1 		$538K Buy
26,978
+333
+1% +$7.29K ﹤0.01% 1386
2022
Q4 		$509K Buy
+26,645
New +$523K ﹤0.01% 1366
2022
Q3 		– Sell
-30,074
Closed -$496K – 1746
2022
Q2 		$496K Sell
30,074
-1,308
-4% -$23.9K 0.01% 1104
2022
Q1 		$758K Buy
31,382
+1,645
+6% +$32.1K 0.01% 922
2021
Q4 		$652K Sell
29,737
-1,119
-4% -$28.3K 0.01% 1028
2021
Q3 		$578K Buy
30,856
+3,584
+13% +$75.8K 0.01% 1056
2021
Q2 		$733K Buy
27,272
+1,586
+6% +$38.5K 0.01% 906
2021
Q1 		$695K Sell
25,686
-738
-3% -$24.1K 0.01% 814
2020
Q4 		$757K Buy
+26,424
New +$564K 0.02% 776

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

Cetera Investment Advisers's BE Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Bloom Energy (BE) stake by 9.4% in Q2 2026, selling an estimated $3.62M and leaving 136,830 shares worth $41.4M. The position accounts for 0.04% of the portfolio, ranked #462.

Cetera Investment Advisers first reported a position in BE in Q4 2020 and has held it in 22 quarters since. 1,282 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Cetera Investment Advisers held 136,830 shares of Bloom Energy worth $41.4M as of Q2 2026.
  • Cetera Investment Advisers sold 14,142 Bloom Energy shares in Q2 2026, an estimated $3.62M.
  • Bloom Energy made up 0.04% of Cetera Investment Advisers's portfolio in Q2 2026, its #462 holding.
  • Cetera Investment Advisers first reported a position in Bloom Energy in Q4 2020 and has held it in 22 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.