EAP
BE icon

Elevation Advisory Partners’s Bloom Energy BE Stock Holding History

Elevation Advisory Partners’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 		$312K Buy
+1,400
New +$331K 0.3% 41

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

Elevation Advisory Partners's BE Position: Q3 2026 in Review

Elevation Advisory Partners opened a new position in Bloom Energy (BE) in Q3 2026: 1,400 shares worth $312K. The stake represents 0.3% of the portfolio and ranks #41 among its holdings.

1,087 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Elevation Advisory Partners held 1,400 shares of Bloom Energy worth $312K as of Q3 2026.
  • Bloom Energy was a new Elevation Advisory Partners position in Q3 2026.
  • Bloom Energy made up 0.3% of Elevation Advisory Partners's portfolio in Q3 2026, its #41 holding.
  • 1,087 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Elevation Advisory Partners's 13F filing for Q3 2026, filed 12 Nov 2026.