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COMPASS FINANCIAL MANAGEMENT LLC’s Bloom Energy BE Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$483K Buy
+2,112
New +$541K 0.06% 280

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GAMA
Graticule Asia Macro Advisors New York $1.33B AUM 1,044.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
ECP
Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's BE Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Bloom Energy (BE) in Q2 2026: 2,112 shares worth $483K. The stake represents 0.06% of the portfolio and ranks #280 among its holdings.

878 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 2,112 shares of Bloom Energy worth $483K as of Q2 2026.
  • Bloom Energy was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Bloom Energy made up 0.06% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #280 holding.
  • 878 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.