Clearstead Trust’s Bloom Energy BE Stock Holding History

Clearstead Trust’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	$7.57K	Hold	25	–	–	﹤0.01%	688
2026 Q1	$3.39K	Buy	+25	New	+$3.67K	﹤0.01%	817

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

Clearstead Trust's BE Position: Q2 2026 in Review

Clearstead Trust held its Bloom Energy (BE) position steady in Q2 2026 at 25 shares worth $7.57K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Clearstead Trust first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Clearstead Trust held 25 shares of Bloom Energy worth $7.57K as of Q2 2026.
Clearstead Trust left its Bloom Energy share count unchanged in Q2 2026.
Bloom Energy made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #688 holding.
Clearstead Trust first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

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