Ducere Wealth Management’s Bloom Energy BE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$14.1M Sell
46,499
-2,187
-4% -$560K 4.23% 5
2026
Q1
$6.6M Sell
48,686
-445
-0.9% -$65.3K 2.62% 9
2025
Q4
$4.27M Buy
+49,131
New +$5.16M 1.65% 21

Other funds holding BE

Ducere Wealth Management's BE Position: Q2 2026 in Review

Ducere Wealth Management reduced its Bloom Energy (BE) stake by 4.5% in Q2 2026, selling an estimated $560K and leaving 46,499 shares worth $14.1M. The position accounts for 4.23% of the portfolio, ranked #5.

Ducere Wealth Management first reported a position in BE in Q4 2025 and has held it in 3 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Ducere Wealth Management held 46,499 shares of Bloom Energy worth $14.1M as of Q2 2026.
  • Ducere Wealth Management sold 2,187 Bloom Energy shares in Q2 2026, an estimated $560K.
  • Bloom Energy made up 4.23% of Ducere Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Ducere Wealth Management first reported a position in Bloom Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Ducere Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.