Creative Planning’s Bloom Energy BE Stock Holding History

Creative Planning’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
2025 Q3	–	Sell	-2,000	Closed	-$13.8K	–	3921
2025 Q2	$13.8K	Buy	+2,000	New	+$38.7K	﹤0.01%	3607
2021 Q4	–	Sell	-9,700	Closed	-$20K	–	2095
2021 Q3	$20K	Hold	9,700	–	–	﹤0.01%	2045
2021 Q2	$67K	Hold	9,700	–	–	﹤0.01%	1912
2021 Q1	$85K	Buy	9,700 +7,000	+259%	+$228K	﹤0.01%	2275
2020 Q4	$35K	Buy	+2,700	New	+$57.6K	﹤0.01%	2135

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Creative Planning's BE Position: Q2 2026 in Review

Creative Planning increased its Bloom Energy (BE) stake by 19% in Q2 2026, buying an estimated $8.13M and bringing the position to 203,031 shares worth $61.5M. The position accounts for 0.04% of the portfolio, ranked #209.

Creative Planning first reported a position in BE in Q1 2019 and has held it in 30 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Creative Planning held 203,031 shares of Bloom Energy worth $61.5M as of Q2 2026.
Creative Planning bought 31,745 Bloom Energy shares in Q2 2026, an estimated $8.13M.
Bloom Energy made up 0.04% of Creative Planning's portfolio in Q2 2026, its #209 holding.
Creative Planning first reported a position in Bloom Energy in Q1 2019 and has held it in 30 quarters since.
1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.