Empirical Wealth Management’s Bloom Energy BE Stock Holding History

Empirical Wealth Management’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	$2.12M	Buy	7,015 +312	+5%	+$79.9K	0.03%	259
2026 Q1	$908K	Buy	6,703 +634	+10%	+$93K	0.02%	379
2025 Q4	$527K	Sell	6,069 -1,630	-21%	-$171K	0.01%	489
2025 Q3	$651K	Buy	+7,699	New	+$358K	0.01%	404

Other funds holding BE

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

ECP

Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Empirical Wealth Management increased its Bloom Energy (BE) stake by 4.7% in Q2 2026, buying an estimated $79.9K and bringing the position to 7,015 shares worth $2.12M. The position accounts for 0.03% of the portfolio, ranked #259.

Empirical Wealth Management first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 528 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Empirical Wealth Management held 7,015 shares of Bloom Energy worth $2.12M as of Q2 2026.
Empirical Wealth Management bought 312 Bloom Energy shares in Q2 2026, an estimated $79.9K.
Bloom Energy made up 0.03% of Empirical Wealth Management's portfolio in Q2 2026, its #259 holding.
Empirical Wealth Management first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
528 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.