CW
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CreativeOne Wealth’s Bloom Energy BE Stock Holding History

CreativeOne 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 		$1.48M Buy
4,885
+1,031
+27% +$264K 0.03% 447
2026
Q1 		$522K Sell
3,854
-61
-2% -$8.95K 0.01% 791
2025
Q4 		$340K Buy
3,915
+541
+16% +$56.8K 0.01% 909
2025
Q3 		$285K Buy
+3,374
New +$157K 0.01% 973

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

CreativeOne Wealth's BE Position: Q2 2026 in Review

CreativeOne Wealth increased its Bloom Energy (BE) stake by 27% in Q2 2026, buying an estimated $264K and bringing the position to 4,885 shares worth $1.48M. The position accounts for 0.03% of the portfolio, ranked #447.

CreativeOne Wealth first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • CreativeOne Wealth held 4,885 shares of Bloom Energy worth $1.48M as of Q2 2026.
  • CreativeOne Wealth bought 1,031 Bloom Energy shares in Q2 2026, an estimated $264K.
  • Bloom Energy made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #447 holding.
  • CreativeOne Wealth first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.