Michael J. Porro & Co. Financial Advisors, Inc.’s Bloom Energy BE Stock Holding History

Michael J. Porro & Co. Financial Advisors, Inc.’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 Q4	$1.32M	Buy	+15,200	New	+$1.6M	1.11%	29

Other funds holding BE

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GAMA

Graticule Asia Macro Advisors New York $1.33B AUM 1,044.61% 1-Year Est. Return

Michael J. Porro & Co. Financial Advisors, Inc.'s BE Position: Q4 2025 in Review

Michael J. Porro & Co. Financial Advisors, Inc. opened a new position in Bloom Energy (BE) in Q4 2025: 15,200 shares worth $1.32M. The stake represents 1.11% of the portfolio and ranks #29 among its holdings.

800 funds tracked by Wall St. Rank hold BE as of Q4 2025.

Michael J. Porro & Co. Financial Advisors, Inc. held 15,200 shares of Bloom Energy worth $1.32M as of Q4 2025.
Bloom Energy was a new Michael J. Porro & Co. Financial Advisors, Inc. position in Q4 2025.
Bloom Energy made up 1.11% of Michael J. Porro & Co. Financial Advisors, Inc.'s portfolio in Q4 2025, its #29 holding.
800 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2025.

Based on Michael J. Porro & Co. Financial Advisors, Inc.'s 13F filing for Q4 2025, filed 8 Oct 2026.