CWM
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Copia Wealth Management’s Bloom Energy BE Stock Holding History

Copia Wealth 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
Q2 		$2.42K Buy
+8
New +$2.05K ﹤0.01% 450

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

Copia Wealth Management's BE Position: Q2 2026 in Review

Copia Wealth Management opened a new position in Bloom Energy (BE) in Q2 2026: 8 shares worth $2.42K. The stake represents ﹤0.01% of the portfolio and ranks #450 among its holdings.

1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Copia Wealth Management held 8 shares of Bloom Energy worth $2.42K as of Q2 2026.
  • Bloom Energy was a new Copia Wealth Management position in Q2 2026.
  • Bloom Energy made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #450 holding.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.