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Cornerstone Planning Group’s Bloom Energy BE Stock Holding History

Cornerstone Planning Group’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 		$13.3K Sell
61
-24
-28% -$6.15K ﹤0.01% 799
2026
Q1 		$25.1K Buy
85
+21
+33% +$3.08K ﹤0.01% 604
2025
Q4 		$10.6K Buy
64
+8
+14% +$841 ﹤0.01% 786
2025
Q3 		$7.16K Buy
+56
New +$2.6K ﹤0.01% 854

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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
TA
Trivest Advisors Hong Kong $3.18B AUM 588.53% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Cornerstone Planning Group's BE Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Bloom Energy (BE) stake by 28% in Q2 2026, selling an estimated $6.15K and leaving 61 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Cornerstone Planning Group first reported a position in BE in Q3 2025 and has held it in 4 quarters since. The position peaked at $25.1K in Q1 2026. 728 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Cornerstone Planning Group held 61 shares of Bloom Energy worth $13.3K as of Q2 2026.
  • Cornerstone Planning Group sold 24 Bloom Energy shares in Q2 2026, an estimated $6.15K.
  • Bloom Energy made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #799 holding.
  • Cornerstone Planning Group first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
  • Cornerstone Planning Group's Bloom Energy position peaked at $25.1K in Q1 2026.
  • 728 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.