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Cypress Wealth Services’s Bloom Energy BE Stock Holding History

Cypress Wealth Services’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 		$5.01M Buy
16,544
+837
+5% +$214K 0.61% 41
2026
Q1 		$2.13M Buy
15,707
+3,038
+24% +$446K 0.3% 72
2025
Q4 		$1.1M Buy
12,669
+181
+1% +$19K 0.15% 110
2025
Q3 		$1.06M Buy
12,488
+65
+0.5% +$3.02K 0.17% 97
2025
Q2 		$297K Buy
12,423
+38
+0.3% +$736 0.05% 234
2025
Q1 		$243K Hold
12,385
– – 0.05% 245
2024
Q4 		$275K Buy
+12,385
New +$217K 0.06% 218

Other funds holding BE

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cypress Wealth Services's BE Position: Q2 2026 in Review

Cypress Wealth Services increased its Bloom Energy (BE) stake by 5.3% in Q2 2026, buying an estimated $214K and bringing the position to 16,544 shares worth $5.01M. The position accounts for 0.61% of the portfolio, ranked #41.

Cypress Wealth Services first reported a position in BE in Q4 2024 and has held it in 7 quarters since. 255 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Cypress Wealth Services held 16,544 shares of Bloom Energy worth $5.01M as of Q2 2026.
  • Cypress Wealth Services bought 837 Bloom Energy shares in Q2 2026, an estimated $214K.
  • Bloom Energy made up 0.61% of Cypress Wealth Services's portfolio in Q2 2026, its #41 holding.
  • Cypress Wealth Services first reported a position in Bloom Energy in Q4 2024 and has held it in 7 quarters since.
  • 255 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.