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 $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 Planning's BE Position: Q1 2026 in Review

Creative Planning increased its Bloom Energy (BE) stake by 29% in Q1 2026, buying an estimated $5.71M and bringing the position to 171,286 shares worth $23.2M. The position accounts for 0.02% of the portfolio, ranked #381.

Creative Planning first reported a position in BE in Q1 2019 and has held it in 29 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Creative Planning held 171,286 shares of Bloom Energy worth $23.2M as of Q1 2026.
Creative Planning bought 38,893 Bloom Energy shares in Q1 2026, an estimated $5.71M.
Bloom Energy made up 0.02% of Creative Planning's portfolio in Q1 2026, its #381 holding.
Creative Planning first reported a position in Bloom Energy in Q1 2019 and has held it in 29 quarters since.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.