CFO4Life Group’s Bloom Energy BE Stock Holding History

CFO4Life Group’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	$1.67M	Sell	5,513 -28	-0.5%	-$7.17K	0.22%	61
2026 Q1	$751K	Sell	5,541 -1,001	-15%	-$147K	0.11%	86
2025 Q4	$568K	Sell	6,542 -999	-13%	-$105K	0.08%	118
2025 Q3	$638K	Sell	7,541 -1,559	-17%	-$72.4K	0.09%	111
2025 Q2	$218K	Buy	+9,100	New	+$176K	0.03%	209
2025 Q1	–	Sell	-9,100	Closed	-$202K	–	223
2024 Q4	$202K	Buy	+9,100	New	+$160K	0.04%	200
2022 Q2	–	Sell	-9,100	Closed	-$220K	–	148
2022 Q1	$220K	Buy	+9,100	New	+$178K	0.05%	140
2021 Q3	–	Sell	-9,100	Closed	-$245K	–	144
2021 Q2	$245K	Hold	9,100	–	–	0.06%	122
2021 Q1	$246K	Buy	9,100 +600	+7%	+$19.6K	0.06%	126
2020 Q4	$244K	Sell	8,500 -3,500	-29%	-$74.7K	0.07%	126
2020 Q3	$216K	Buy	12,000 +292	+2%	+$4.36K	0.07%	114
2020 Q2	$127K	Hold	11,708	–	–	0.05%	124
2020 Q1	$61K	Buy	+11,708	New	+$99.3K	0.03%	111

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

CFO4Life Group's BE Position: Q2 2026 in Review

CFO4Life Group reduced its Bloom Energy (BE) stake by 0.51% in Q2 2026, selling an estimated $7.17K and leaving 5,513 shares worth $1.67M. The position accounts for 0.22% of the portfolio, ranked #61.

CFO4Life Group first reported a position in BE in Q1 2020 and has held it in 13 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

CFO4Life Group held 5,513 shares of Bloom Energy worth $1.67M as of Q2 2026.
CFO4Life Group sold 28 Bloom Energy shares in Q2 2026, an estimated $7.17K.
Bloom Energy made up 0.22% of CFO4Life Group's portfolio in Q2 2026, its #61 holding.
CFO4Life Group first reported a position in Bloom Energy in Q1 2020 and has held it in 13 quarters since.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.