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Coquina Private Wealth LLC’s Bloom Energy BE Stock Holding History

Coquina Private Wealth LLC’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 		$227K Buy
+750
New +$192K 0.15% 92

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
ECP
Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Coquina Private Wealth LLC's BE Position: Q2 2026 in Review

Coquina Private Wealth LLC opened a new position in Bloom Energy (BE) in Q2 2026: 750 shares worth $227K. The stake represents 0.15% of the portfolio and ranks #92 among its holdings.

662 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Coquina Private Wealth LLC held 750 shares of Bloom Energy worth $227K as of Q2 2026.
  • Bloom Energy was a new Coquina Private Wealth LLC position in Q2 2026.
  • Bloom Energy made up 0.15% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #92 holding.
  • 662 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.