Circle Wealth Management’s Bloom Energy BE Stock Holding History

Circle Wealth Management’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	$3.14M	Buy	+10,389	New	+$2.66M	0.04%	80

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

Circle Wealth Management's BE Position: Q2 2026 in Review

Circle Wealth Management opened a new position in Bloom Energy (BE) in Q2 2026: 10,389 shares worth $3.14M. The stake represents 0.04% of the portfolio and ranks #80 among its holdings.

1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Circle Wealth Management held 10,389 shares of Bloom Energy worth $3.14M as of Q2 2026.
Bloom Energy was a new Circle Wealth Management position in Q2 2026.
Bloom Energy made up 0.04% of Circle Wealth Management's portfolio in Q2 2026, its #80 holding.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.