Creative Financial Designs’s Bloom Energy BE Stock Holding History

Creative Financial Designs’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 Q1	$6.78K	Buy	+50	New	+$7.34K	﹤0.01%	1507

Other funds holding BE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Creative Financial Designs's BE Position: Q1 2026 in Review

Creative Financial Designs opened a new position in Bloom Energy (BE) in Q1 2026: 50 shares worth $6.78K. The stake represents ﹤0.01% of the portfolio and ranks #1507 among its holdings.

978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Creative Financial Designs held 50 shares of Bloom Energy worth $6.78K as of Q1 2026.
Bloom Energy was a new Creative Financial Designs position in Q1 2026.
Bloom Energy made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1507 holding.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.