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Comprehensive Financial Planning’s Bloom Energy BE Stock Holding History

Comprehensive Financial Planning’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 		$457K Buy
+1,511
New +$387K 0.24% 85

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

Comprehensive Financial Planning's BE Position: Q2 2026 in Review

Comprehensive Financial Planning opened a new position in Bloom Energy (BE) in Q2 2026: 1,511 shares worth $457K. The stake represents 0.24% of the portfolio and ranks #85 among its holdings.

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

  • Comprehensive Financial Planning held 1,511 shares of Bloom Energy worth $457K as of Q2 2026.
  • Bloom Energy was a new Comprehensive Financial Planning position in Q2 2026.
  • Bloom Energy made up 0.24% of Comprehensive Financial Planning's portfolio in Q2 2026, its #85 holding.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.