Cypress Wealth Services
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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
Q3 		$4.93M Buy
16,681
+137
+0.8% +$32.4K 0.58% 41
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $24.8B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Cypress Wealth Services's BE Position: Q3 2026 in Review

Cypress Wealth Services increased its Bloom Energy (BE) stake by 0.83% in Q3 2026, buying an estimated $32.4K and bringing the position to 16,681 shares worth $4.93M. The position accounts for 0.58% of the portfolio, ranked #41.

Cypress Wealth Services first reported a position in BE in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.01M in Q2 2026. 1,085 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Cypress Wealth Services held 16,681 shares of Bloom Energy worth $4.93M as of Q3 2026.
  • Cypress Wealth Services bought 137 Bloom Energy shares in Q3 2026, an estimated $32.4K.
  • Bloom Energy made up 0.58% of Cypress Wealth Services's portfolio in Q3 2026, its #41 holding.
  • Cypress Wealth Services first reported a position in Bloom Energy in Q4 2024 and has held it in 8 quarters since.
  • Cypress Wealth Services's Bloom Energy position peaked at $5.01M in Q2 2026.
  • 1,085 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.