Corient Private Wealth
BE icon

Corient Private Wealth’s Bloom Energy BE Stock Holding History

Corient Private Wealth’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 		$16.2M Sell
53,410
-459
-0.9% -$118K 0.02% 486
2026
Q1 		$7.27M Buy
53,869
+17,922
+50% +$2.63M 0.01% 730
2025
Q4 		$3.12M Buy
35,947
+13,113
+57% +$1.38M ﹤0.01% 950
2025
Q3 		$743K Buy
22,834
+12,999
+132% +$604K ﹤0.01% 1577
2025
Q2 		$235K Buy
+9,835
New +$190K ﹤0.01% 2135
2025
Q1 		– Sell
-9,835
Closed -$218K – 2297
2024
Q4 		$218K Sell
9,835
-1,672
-15% -$29.3K ﹤0.01% 2070
2024
Q3 		$122K Buy
11,507
+165
+1% +$1.96K ﹤0.01% 2302
2024
Q2 		$139K Hold
11,342
– – ﹤0.01% 2173
2024
Q1 		$127K Sell
11,342
-598
-5% -$6.57K ﹤0.01% 2157
2023
Q4 		$177K Sell
11,940
-695
-6% -$8.7K ﹤0.01% 2097
2023
Q3 		$168K Sell
12,635
-58
-0.5% -$909 ﹤0.01% 1953
2023
Q2 		$208K Hold
12,693
– – ﹤0.01% 1860
2023
Q1 		$253K Buy
+12,693
New +$278K ﹤0.01% 1687

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

Corient Private Wealth's BE Position: Q2 2026 in Review

Corient Private Wealth reduced its Bloom Energy (BE) stake by 0.85% in Q2 2026, selling an estimated $118K and leaving 53,410 shares worth $16.2M. The position accounts for 0.02% of the portfolio, ranked #486.

Corient Private Wealth first reported a position in BE in Q1 2023 and has held it in 13 quarters since. 1,281 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Corient Private Wealth held 53,410 shares of Bloom Energy worth $16.2M as of Q2 2026.
  • Corient Private Wealth sold 459 Bloom Energy shares in Q2 2026, an estimated $118K.
  • Bloom Energy made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #486 holding.
  • Corient Private Wealth first reported a position in Bloom Energy in Q1 2023 and has held it in 13 quarters since.
  • 1,281 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.