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Clearstead Advisors’s Bloom Energy BE Stock Holding History

Clearstead Advisors’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 		$3.62M Sell
11,964
-53
-0.4% -$13.6K 0.03% 285
2026
Q1 		$1.63M Sell
12,017
-1,307
-10% -$192K 0.01% 409
2025
Q4 		$1.16M Buy
13,324
+115
+0.9% +$12.1K 0.01% 435
2025
Q3 		$1.12M Sell
13,209
-5,542
-30% -$257K 0.01% 431
2025
Q2 		$449K Sell
18,751
-115
-0.6% -$2.23K 0.01% 636
2025
Q1 		$371K Buy
18,866
+2,715
+17% +$64.8K 0.01% 651
2024
Q4 		$359K Sell
16,151
-4,238
-21% -$74.3K 0.01% 664
2024
Q3 		$215K Buy
20,389
+1,946
+11% +$23.1K ﹤0.01% 836
2024
Q2 		$226K Buy
18,443
+10,378
+129% +$132K ﹤0.01% 787
2024
Q1 		$93.2K Buy
8,065
+7,990
+10,653% +$87.8K ﹤0.01% 620
2023
Q4 		$1.11K Sell
75
-49,751
-100% -$622K ﹤0.01% 1389
2023
Q3 		$661K Buy
49,826
+24,913
+100% +$391K 0.02% 361
2023
Q2 		$407K Hold
24,913
– – 0.02% 318
2023
Q1 		$497K Sell
24,913
-1,250
-5% -$27.4K 0.04% 262
2022
Q4 		$500K Buy
26,163
+1,230
+5% +$24.2K 0.04% 254
2022
Q3 		$498K Hold
24,933
– – 0.05% 225
2022
Q2 		$411K Hold
24,933
– – 0.03% 280
2022
Q1 		$602K Hold
24,933
– – 0.04% 240
2021
Q4 		$547K Hold
24,933
– – 0.04% 247
2021
Q3 		$467K Hold
24,933
– – 0.03% 247
2021
Q2 		$670K Buy
24,933
+1,750
+8% +$42.4K 0.05% 194
2021
Q1 		$627K Sell
23,183
-25
-0.1% -$815 0.05% 199
2020
Q4 		$665K Buy
23,208
+23,108
+23,108% +$493K 0.06% 184
2020
Q3 		$2K Hold
100
– – ﹤0.01% 806
2020
Q2 		$1K Hold
100
– – ﹤0.01% 759
2020
Q1 		$1K Buy
+100
New +$848 ﹤0.01% 745

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

Clearstead Advisors's BE Position: Q2 2026 in Review

Clearstead Advisors reduced its Bloom Energy (BE) stake by 0.44% in Q2 2026, selling an estimated $13.6K and leaving 11,964 shares worth $3.62M. The position accounts for 0.03% of the portfolio, ranked #285.

Clearstead Advisors first reported a position in BE in Q1 2020 and has held it in 26 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Clearstead Advisors held 11,964 shares of Bloom Energy worth $3.62M as of Q2 2026.
  • Clearstead Advisors sold 53 Bloom Energy shares in Q2 2026, an estimated $13.6K.
  • Bloom Energy made up 0.03% of Clearstead Advisors's portfolio in Q2 2026, its #285 holding.
  • Clearstead Advisors first reported a position in Bloom Energy in Q1 2020 and has held it in 26 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.