Compass Financial Management
BE icon

Compass Financial Management’s Bloom Energy BE Stock Holding History

Compass Financial 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
Q3 		$427K Sell
1,543
-569
-27% -$134K 0.05% 315
2026
Q2 		$483K Buy
+2,112
New +$541K 0.06% 280

Other funds holding BE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $24.8B AUM 30.34% 1-Year Est. Return

Compass Financial Management's BE Position: Q3 2026 in Review

Compass Financial Management reduced its Bloom Energy (BE) stake by 27% in Q3 2026, selling an estimated $134K and leaving 1,543 shares worth $427K. The position accounts for 0.05% of the portfolio, ranked #315.

Compass Financial Management first reported a position in BE in Q2 2026 and has held it in 2 quarters since. The position peaked at $483K in Q2 2026. 1,130 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Compass Financial Management held 1,543 shares of Bloom Energy worth $427K as of Q3 2026.
  • Compass Financial Management sold 569 Bloom Energy shares in Q3 2026, an estimated $134K.
  • Bloom Energy made up 0.05% of Compass Financial Management's portfolio in Q3 2026, its #315 holding.
  • Compass Financial Management first reported a position in Bloom Energy in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Bloom Energy position peaked at $483K in Q2 2026.
  • 1,130 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.